Samantha Schultz Email & Phone Number

Lead and support audits, reviews, and assessments of policies, processes, controls, risk, regulations, operations and plan rules. Perform regular reviews of process documentation to ensure compliance with federal regulations, organizational policies, and established procedures. • Conduct audits of processes, policies, controls and functions to determine plan and regulatory compliance and identify long-term solutions to minimize risk of non-compliance; document and report findings and improvement opportunities. • Prepare and present reports for organization managers, directors, and senior leaders.• Manage the tracking and reporting of organization-wide correction plan progress. • Identify compliance requirements for plan changes, regulatory developments and changes to tax and benefit laws; work with internal and external legal .• Support others with research, analysis and resolution assessment. • Manage participant and plan compliance issues such as claims, appeals, special requests, attorney correspondence, and participant account corrections. • Prepare and present training for staff members of all levels regarding compliance and organization processes, changes, and initiatives.• Review and assess communications, administration practices and procedures for compliance with plan provisions, federal and state tax laws and other regulatory reporting and testing • Train and mentor new Compliance team members.

I manage others (in my and other locations) who process claim and appeal submissions relating to health care plan eligibility, enrollment, or service issues, 401(k) plans, pension plans, and Non-ERISA benefits. I ensure that my team adheres to Department of Labor regulated ERISA claims and appeal processes and deadlines and/or client specific processes and deadlines, as well as HIPAA privacy regulations by monitoring workloads, performing time and motion studies, and suggesting more efficient ways to complete tasks. Other responsibilities include collaborating with my team, clients, and benefit plan vendors; overseeing/reviewing others’ work; providing feedback; trouble-shooting; implementing and documenting new processes or procedures; analyzing and/or correcting trends; continuously identifying areas of process improvement; preparing and delivering informational presentations to prospective and tenured clients; interviewing and training new associates; contacting participants; answering inquiries; drafting formal letters and communications to plan participants and/or their attorneys; facilitating status meetings; proofreading/editing open enrollment materials and Summary Plan Descriptions; creating requirements documents; and, creating and providing weekly, monthly, quarterly, and annual reporting packages to internal and external contacts.

I answered and redirected phones, scheduled meetings, and prepared presentations.

Bachelor Of Arts, Dramatic Arts

Associate, Arts

High School Diploma, General