Conversion Analyst

Insperity provides the most comprehensive suite of scalable HR solutions available in the marketplace with an optimal blend of premium HR service and technology. With more than 90 locations throughout the U.S., Insperity is currently making a difference for thousands of businesses and communities nationwide.

Behind our success is the unshakeable belief in the value of our people. We value diversity, inclusivity and a sense of belonging. We celebrate work and life events, and we partner with our clients and communities to make great things happen.

We have received recognition numerous times as a top place to work, most recently ranking on Glassdoor’s “Best Places to Work in the U.S. 2024” list, and U.S. News & World Report’s “Best Companies to Work for 2024” list. In addition, we have been recognized for having one of the country’s Top 50 Midsize Early Talent Programs by Ripple Match’s 2024 Campus Forward Awards. There is no better time to be a part of Insperity, and our best work is yet to come. Learn more at Insperity.com.

Why Insperity?

Flexibility: Over 80% of Insperity’s jobs have flexibility. We want your time to have balance, whether it’s spent with coworkers, clients, family or your community.

Career Growth: Insperity provides many ways to grow with the company. We offer continuous learning programs, mentorship opportunities and ongoing training.

Well-Being: Our total rewards package includes generous paid time off, top-tier medical, dental and vision benefits, health & wellness support, paid volunteer hours and much more. We take care of our people so that you can do your best work.

 

 

Conversion Analyst 

We are currently seeking a Conversion Analyst to join our team. 

 

Handles the implementation and conversion process for new Insperity 401(k) Plan clients with existing simple/moderately complex retirement plans in accordance with the established processes/procedures.  Works with Sales Operations and Sales on existing clients that go through the Sales Code Change process.

 

Responsibilities:

• Establishes plans in DefCon and all systems for new Insperity 401(k) Plan clients with existing plan assets converting from outside vendors.   
• Manages the conversion process for simple, noncomplex plans from routine vendors such as ADP TotalSource, Paychex, etc. in accordance with the established processes/procedures, and the Department’s business objectives and standards.  Establishes timelines for setup and conversion, conducts client implementation calls, sets expectations for deliverables, and notifies relevant internal units and clients once conversion is complete.  Escalates all data issues and concerns to applicable personnel. 
• Researches discrepancies regarding conversion data, presents appropriate action plan to manager, and executes based on manager’s approval.  Serves as a liaison for clients in addressing discrepancies with prior service providers. 
• Loads financial data in OMNI, edits/posts financial transactions, and reviews output of conversion data on simple, noncomplex plans to ensure that participant records are transferred accurately (100%) and timely (meeting final blackout dates 100%). 
• Assists with loading participant indicative data for conversion processing, and reviews OMNI output reports to ensure that data was uploaded accurately for larger retirement plans as needed.
• Contacts clients to gather change information for existing Insperity clients that participate in the Insperity 401(k) Plan, presents appropriate action plan to the manager for approval, and collects the necessary documents to execute all of the system changes for clients to maintain their existing Insperity 401(k) Plan.
• Assists Implementation Team with startup 401(k) plans as needed.  
• Trains entry-level personnel on plan setup related activities. 
• Manages other projects as assigned by Department management. 

 

Qualifications:

• Bachelor’s Degree or equivalent experience is required.   
• Four or more years experience in the retirement services field is required.  One year of experience specifically related to conversion activity is preferred.
• Communicates tactfully and effectively, orally and in writing, and maintains effective work relations with those encountered in the course of employment.  Ability to articulate in a clear, concise and professional manner.
• Aptitude for analyzing data, identifying discrepancies and reconciling participant data in order to successfully convert simple to moderate plans with minimal supervision and within established guidelines.   
• Solid understanding of 401(k) plans, including ERISA and the Internal Revenue Code required. 
• Strong working knowledge of Microsoft Excel preferred. 
• OMNI knowledge a plus.  
• Organizational and planning skills and attention to detail required.
• Flexibility, adaptability, and the ability to multi-task required.

 

 

At Insperity, we celebrate the diversity of our employees and our leadership. Insperity is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.