Implementation Analyst

Insperity•Houston, TX

About The Position

The Implementation Analyst establishes retirement plans for new Insperity 401(k) Plan clients and clients merging assets into the plan. The role involves communicating with clients, collecting required plan documentation, setting up plans across applicable HCM, CRM, recordkeeping, and third-party systems, and maintaining complete and accurate client records. The analyst also supports quality reviews, resolves operational issues, coordinates with internal teams, monitors implementation progress, and helps improve processes and system functionality.

Requirements

High school diploma is required.
Strong attention to detail and ability to evaluate large data files.
Solid math aptitude.
Strong critical-thinking, planning, and organizational skills.
Flexibility, adaptability, and ability to multitask in a fast-paced environment.
Ability to communicate tactfully and effectively, verbally and in writing, and maintain positive working relationships.
Working knowledge of payroll, recordkeeping, and CRM systems.
Ability to build and maintain effective working relationships with internal partners.
Commitment to high-quality customer service, productivity, and accuracy.
Ability to manage work with timeliness and accuracy in a high-volume environment.
Demonstrates continuous learning by sharing knowledge, seeking and applying feedback, and adapting to change.
Proficient in English usage, grammar, spelling, punctuation, and arithmetic.

Nice To Haves

Bachelor’s degree.
Five or more years of experience related to retirement services or payroll.
Understanding of retirement plans, particularly 401(k) plans, other benefit plans, and/or payroll processes.
Experience with CRM, HRIS/HCM, recordkeeping, or similar database applications.

Responsibilities

Establish Insperity 401(k) retirement plans across Insperity HCM systems, the 401(k) recordkeeping system, and applicable third-party applications.
Manage client implementations for the Insperity 401(k) Plan, including offering, implementing, and servicing optional employer match calculation services.
Load prior plan information into HCM and other applicable systems.
Conduct quality reviews of plan setups to ensure accuracy and completeness.
Research and update Retirement Services hire dates as needed.
Research and resolve escalated operational issues and inquiries from clients and internal departments related to 401(k) implementations.
Liaise with internal departments, including Payroll, to resolve setup-related issues and prevent interruptions to retirement plan deductions and calculations.
Maintain the client management system by updating milestones and monitoring plan setup status.
Partner with RS Technology and service teams to improve efficiency and accuracy through automation, apply industry best practices, and reduce risks related to incomplete or inaccurate data.
Coordinate with internal teams when clients undergo business structure, ownership, or organizational changes to prevent interruptions to 401(k) deductions and calculations.
Manage implementations for new clients associated with existing clients through common ownership, referral relationships, or other shared attributes.
Run monthly audit reports to verify data feeds into appropriate systems and make corrections as needed.
Support the Implementation Team by testing new HCM, CRM, and recordkeeping functionality, including regression testing.
Assist the Implementation Conversion Analyst as needed to accommodate increased volume related to merging assets into the Insperity 401(k) Plan.