Conversion Analyst

Insperity • Houston, TX

2d

About The Position

The Conversion Analyst is responsible for implementing and converting new Insperity 401(k) Plan clients with existing simple or moderately complex retirement plans, following established processes and procedures. The role also works with Sales Operations and Sales on existing clients undergoing the Sales Code Change process.

The analyst establishes plans in DefCon and other systems, manages conversion timelines and client communications, researches data discrepancies, loads and reviews financial and participant data in OMNI, and coordinates system changes for existing clients. The position also assists with startup 401(k) plans, trains entry-level personnel on plan setup activities, and manages other projects assigned by department management.

Requirements

• Bachelor’s degree or equivalent experience.
• Four or more years of experience in the retirement services field.

Nice To Haves

• One year of experience specifically related to conversion activity.

Responsibilities

• Establish plans in DefCon and all systems for new Insperity 401(k) Plan clients with existing plan assets converting from outside vendors.
• Manage conversions for simple, noncomplex plans from routine vendors, following established processes, procedures, business objectives, and standards.
• Set setup and conversion timelines, conduct client implementation calls, establish expectations for deliverables, and notify internal units and clients when conversions are complete.
• Escalate data issues and concerns to applicable personnel.
• Research conversion data discrepancies, present an action plan to the manager, and execute the plan upon approval.
• Serve as a liaison for clients addressing discrepancies with prior service providers.
• Load financial data in OMNI, edit and post financial transactions, and review conversion data output to ensure participant records are transferred accurately and on time.
• Assist with loading participant indicative data for conversion processing and review OMNI output reports for larger retirement plans as needed.
• Contact existing Insperity clients participating in the Insperity 401(k) Plan to gather change information, present an action plan to the manager for approval, and collect documents needed to execute system changes.
• Assist the Implementation Team with startup 401(k) plans as needed.
• Train entry-level personnel on plan setup activities.
• Manage other projects assigned by department management.

Benefits

• Generous paid time off
• Medical, dental, and vision benefits
• Health and wellness support
• Paid volunteer hours
• Continuous learning programs
• Mentorship opportunities
• Ongoing training

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level