Benefits Services Specialist I - 72002708

State of Florida • TALLAHASSEE, FL

25d • $35,362 - $36,362 • Onsite

About The Position

This position serves as a cross-functional Benefits Services Specialist I within the Division of Retirement (Division) and may be assigned to perform duties across multiple bureaus/sections based on operational needs, workload demands, staffing requirements, special projects, or management direction. This is a entry level processing role for retirement accounts. The incumbent receives instructions and feedback under the supervision of an administrative supervisor. The incumbent will be expected to learn and apply knowledge and understanding of the philosophy and provisions of Florida Statutes relating to retirement, which may include Chapters 112, 121, 122, 123, 238, 250, 321, 175, and 185, and all administrative rules, policies, and procedures developed pursuant to such laws. The incumbent may also be required to learn knowledge and understanding of the Internal Revenue Service (IRS) and Social Security Administration provisions relating to retirement programs.

Requirements

• Knowledge of principles and techniques of effective verbal and written communication.
• Knowledge of basic arithmetic.
• Knowledge of rules, regulations, policies, and procedures related to retirement benefits.
• Skilled in reviewing data for accuracy and identifying errors.
• Skilled in collecting, evaluating, analyzing, and verifying data related to retirement benefits.
• Skilled in organizing data into clear and logical formats.
• Skilled in utilizing effective problem‑solving techniques.
• Skilled in performing basic arithmetic calculations.
• Skilled in communicating clearly and effectively both verbally and in writing.
• Skilled in operating a personal computer with proficiency in Microsoft Word or comparable software.
• Ability to take corrective action when data discrepancies are identified.
• Ability to understand and apply applicable rules, regulations, policies, and procedures.
• Ability to work independently with minimal supervision.
• Ability to plan, organize, and coordinate work assignments.
• Ability to train and guide others.
• Ability to establish and maintain effective working relationships with others.
• Knowledge, skill, and ability to demonstrate accountability, communication, empowerment, flexibility, integrity, respect, and teamwork.
• Two years of professional experience in the areas of insurance, retirement or social security, administration, call center, customer service, fiscal work, statistics, personnel, or any other combination. Post-secondary education may be used as an alternative for years of experience on a year-for-year basis.

Responsibilities

• Interpret and apply applicable laws, rules, and regulations necessary to administer provisions for Florida Retirement System (FRS) benefits including Pension Plan, Investment Plan, Deferred Retirement Option Program (DROP), disability, survivor and Health Insurance Subsidy benefits, as well as for optional retirement programs administered by the Division.
• Provide data entry and processing of information updated in the Division’s Integrated Retirement Information System (IRIS) and other work processes. This may include: Process transactions and functions related to member accounts with accuracy, Ensuring that proper information has been credited under each retirement system and plan, Review members' eligibility for benefit payments, Review members’ eligibility to claim retirement credit for additional types of service, Review that the required contributions and interest have been accurately calculated and paid as required, Ensure that the proper documentation for all actions taken and determinations made are contained in the file, Process audits of transfer of moneys between and within member accounts due to reporting and other errors in the account, Process plan adjustments, plan elections, contributions, invoices, etc.
• Review and process retirement documentation and forms for FRS members.
• Research Florida Statutes, rules, and Division policies to compose complete, accurate and grammatically correct responses to customers’ inquiries by letter or email.
• Provide customer service that requires expert knowledge of the Florida Retirement System (FRS) and all existing systems, the Florida Statutes, rules, and Division policies.
• May assist with taking phone calls from members, as needed.
• Perform other duties as required

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed