Conversion Analyst

Insperity • Kingwood, TX

1d

About The Position

This position 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 client plans in DefCon and other systems, manages conversion activities, sets timelines and expectations, coordinates with clients and internal teams, and ensures participant and financial data is transferred accurately and on time. The position also gathers information and documents for system changes to existing Insperity 401(k) Plan clients, assists with startup plans, trains entry-level personnel on plan setup activities, and handles 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 is preferred.

Responsibilities

• Establish plans in DefCon and all systems for new Insperity 401(k) Plan clients converting assets from outside vendors.
• Manage conversions of simple, noncomplex plans from routine vendors such as ADP TotalSource and Paychex, in accordance with established processes, procedures, business objectives, and standards.
• Set timelines for setup and conversion, conduct client implementation calls, set 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 it after 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 for simple, noncomplex plans to ensure accurate and timely participant-record transfers.
• Assist with loading participant indicative data for conversion processing and review OMNI output reports for larger retirement plans as needed.
• Contact existing Insperity 401(k) Plan clients 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 benefits
• Dental benefits
• 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