Administration

Steven Tardanico
President


stardanico@rsiadmin.com

(855) 493-9859 ext. 219


Steven Tardanico
Steve began working at our agency in 2010 as the Director of Client Advocacy and was promoted to the Vice President of RSI in 2013, our claims administration company.  Steve brings over 17 years experience in the insurance healthcare industry.

Due to the success and knowledge that Steve has shown, he was promoted to President and now manages the claims administration business entity. Steve’s background is in training and development at Blue Cross Blue Shield of Massachusetts, sales, marketing and claims management. He is a subject matter expert in health insurance contracts, tiered network health plans, high deductible medical plans, all dental plans and alternative funding options. Steve is formally trained in Underwriting principles and risk analysis.




Kristin Katapodis
Manager, Claims Administration

kkatapodis@rsiadmin.com 
(855) 493-9859 ext. 220



Kristin joined the agency in late 2015 as a Claims Administrator. She was recently promoted to Manager of the Claims Administration team. 

Kristin is the main interface with all insurance reimbursement questions for members, accounts, physician offices, labs, hospitals, billing agencies and any other entity affected by a deductivle reimbursement portion of the medical plan.  Kristin has over 13 years of customer service experience.







Sarah Moffett
Account Manager

smoffett@rsiadmin.com
(855) 493-9859 ext. 210


http://www.cbacompanies.com/amp/uploads/image/sarah.jpg

Sarah joined our agency in 2013 as our COBRA Administrator, transitioned to a Client Advocate and was promoted to Account Manager. In this role, Sarah manages our claims administration for multiple accounts, attends client enrollment meetings to educate their members of their plan benefits.


Sarah graduated from University of South Carolina and received her Massachusetts Broker License in January 2013. Sarah brings over 7 years of customer service.









Justin Rosen
Account Manager

jrosen@rsiadmin.com
(855) 493-9859 ext. 271


Justin joined our agency in 2017 to support and develop the growth of the RSI business. Justin manages the claims administration for our clients and attends client enrollment meetings to educate members of their benefit plans.

Justin bring over 10 years of service experience working for a local brokerage firm.










Lizz Stumpek
Implementation Coordinator


lstumpek@rsiadmin.com
(855) 493-9859 ext. 216

Lizz joined our agency in 2010. Lizz receives RFPs and provides proposals to prospective clients for our TPA services. Lizz collects the new business paperwork from incoming clients and coordinates the set up of the claims services. Lizz also creates and maintains marketing materials. In addition to these responsibilities, Lizz takes on administrative ad-hoc projects as needed.

Lizz is a graduate of Wheaton College and has had 10 years of experience in customer service and COBRA Administration. 










Catie Yuen
Claims Systems Specialist

cyuen@rsiadmin.com

(855) 493-9859 ext. 212


Catie Yuen


Catie joined our agency in 2012 and brings over 8 years administrative experience and 7 years customer service to her role. Catie is the main contact person for all customer service inquiries on all medical and dental claims and FSA, dependent FSA, and Section 132 transit related questions.  Catie is also responsible for running all reports for our consultants and clients.

In addition, Catie creates the plan design set up with our administration technology for our PFA, HSA and FSA accounts.







 


Janet Cabbage
Claims Administrator

jcabbage@rsiadmin.com
(855) 493-9859 ext. 251


Janet joined our agency in 2015. Janet assists the claims administrators by organizing and tracking the incoming claims, updating the on-line systems, processes weekly check runs, and handles all other administrative tasks.

In addition, Janet will take on claims related ad-hoc projects and assist with answering customer service calls.









Margaret Patenaude
Claims Administrator

mpatenaude@rsiadmin.com
(855) 493-9859 ext. 204



Margaret joined our agency in early 2017. Margaret assists our account members by handling their service inquiries via telephone and email, specifically checking status of their claims.  Margaret also assists with weekly check runs, reporting and other administative tasks.


Margaret has over 10 years customer service expeience.

 





Betty Szeto
Account Education Coordinator

bszeto@rsiadmin.com
(855) 493-9859 ext. 353



Betty joined our agency in 2017. Betty supports our team with attending employee benefit meetings to educate members on their plan benefits. 

Betty also is our education researcher and expert for our Prescription Savings Program, Your Rx Saver. 

Betty has over 25 years of healthcare experience working for Blue Cross Blue Shield and brings extensive knowledge to her role.







ENROLLMENT MANAGEMENT



Gary Famiglietti
Supervisor of Data Administration

gfamiglietti@cbacompanies.com
(855) 493-9859 ext. 223

Gary joined CBA in 2016 as a Business Analyst. In August 2016 he was promoted to Supervisor of Data Administration. Gary’s primary responsibilities are overseeing the Enrollment department and preparing and analyzing various reports for the PBG and RSI teams.

Gary has over 30 years health and benefit welfare experience, previously working at Guardian Life Insurance and Benemax.









Lynne Civitarese
COBRA Administrator


lcivitarese@rsiadmin.com
(855) 493-9859 ext. 214

Lynne joined our agency in 2013. Lynne is responsible for performing a variety of duties related to billing and collecting COBRA premiums for multiple lines of coverage. Lynne works directly with customers and vendors to set benefit plans directly into our systems for tracking. Lynne also handles the timely entry of participants into the COBRA application and assists in the preparation of the monthly reports.

Lynne has over 10 years customer service experience working at not for profit companies and insurance agencies.

 

 

Terri Silva
Enrollment Coordinator

tsilva@rsiadmin.com 
(855) 493-9859 ext. 211


Terri joined our agency in 2017. Terri supports the enrollment and COBRA team with updating our agency management systems with all changes for our client’s members. 

Terri will also support the team with answering phone calls and running reports.  In addtion, Terri will complete enrollment ad-hoc projecs.










ACCOUNTING & FINANCE

Maura Kelly
Accounting Manager

mkelly@cbacompanies.com
(855) 493-9859 ext. 222



Maura joined our firm in 2013. Maura handles all of CBA's accounting tasks on a daily basis. Maura controls all expenses by receiving, processing, verifying and reconciling invoices and making all payments to staff, clients and vendors. In addition, Maura maintains all accounting ledgers by verifying and posting accounting transactions. Maura also collaborates with our lead accounting consultant on financial reporting.

Maura has over 30 years experience as an accountant and has spent the last 6 years working for profit and non-profit organizations recently in the education field.







Susan Kirby
Account Funding Specialist

skirby@rsiadmin.com
(855) 493-9859 ext. 217


Susan recently joined our agency in 2016.  Susan responsible for all client PFA, HRA and FSA monthly billing. She also works with clients to set up funding for debit card plans and assists with funding requests. In addition, Susan monitors client bank accounts and posts cash receipts to our claims system.
 

Susan has over 25 years experience in the accounting and finance industry, especially with bookkeeping, in both private and public sectors. Susan holds an Executive M.B.A. from the University of Rhode Island and also has a B.A in English Literature from Connecticut College.









Linda Perry
Accounting Assistant

lperry@cbacompanie.com  
(855) 493-9859 ext. 264



Linda joined our agency in 2017 and supports our Accounting & Finance team assisting in Quickbooks, payments, payroll and ad-hoc projects. 

Linda has over 15 years of accounting and customer service.











Dee Lobo
Reconciliation Specialist

dlobo@rsiadmin.com
(855) 493-9859 ext. 225

Dee joined our agency in 2013 and supports our Accounting & Finance and Claims teams handling bank reconciliations in our CHS claims systems.  Dee also manages ad-hoc projects for our RSI business entity.

Dee has over 20 years of customer service and recently went back to school for accounting.










Beth Dillon
Reconciliation Specialist


bdillon@rsiadmin.com
(855) 493-9859 ext. 202

Beth joined our agency in 2015 and supports our Accounting and Finance team with handling all bank reconciliations and updating our accounting systems.

Beth has over 10 years of accounting experience, working directly in the healthcare industry and studied Finance at Northeastern University.












 

 

Testimonials/view more

The New England Credit Union Services, LLC 's publication Daily CU Scan (8/6/2014) recently published an article on how CBA offered creative benefit solutions for Align Credit Union's employees.  Highlights from the article included: "CBA presented us with a telemedicine program that we believe...
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