RETIREMENT SPECIALIST III - 72002616

State of Florida

1d • Onsite

About The Position

The Retirement Specialist III position is located in Tallahassee, FL, within the Division of Retirement/Benefit Payments/Retired Payroll of the State of Florida Department of Management Services. The Division of Retirement's mission is to deliver a high quality, innovative, and cost-effective retirement system. The division currently has 221 full-time retirement staff and manages a FY 2025-26 operating budget of $48,864,720. It administers the Florida Retirement System (FRS) Pension Plan, which is the fifth largest state retirement system in the US with over 1.1 million active, retired, and terminated vested members and $191.6 billion in assets. The division pays out $12.9 billion a year in retiree benefits and maintains the service history, vesting and membership status records, and collects nearly $5.5 billion annually in employer and employee contributions from over 1,000 employers for all FRS members. This role involves accurately reviewing and processing retirement forms or other documents necessary for annuitants’ retirement benefit payments. It also requires maintaining retirement data integrity in the Integrated Retirement Information System (IRIS) by accurately entering information such as tax withholding, address changes, name changes, Health Insurance Subsidy (HIS) benefit program details, legal documents, and insurance deductions. This may involve making outgoing calls to payees or insurance providers. The specialist will also provide customer service by assisting the contact center on the help desk, answering incoming calls as needed, and assisting visitors. Additionally, the role includes completing assigned projects accurately within given timeframes and potentially serving on committees and workgroups to improve or maintain the administration of the retirement system.

Requirements

• Knowledge of the principles and techniques of effective verbal and written communication.
• Knowledge of basic arithmetic.
• Ability to review data for accuracy, identify errors, and take corrective action.
• Ability to collect, analyze, and verify data relating to insurance or retirement benefits.
• Ability to understand and apply applicable rules, regulations, policies, and procedures relating to insurance or retirement benefits.
• Ability to train others.
• Ability to organize data into logical format.
• Ability to utilize problem-solving techniques.
• Ability to work independently.
• Ability to perform basic arithmetical calculations.
• Ability to plan, organize, and coordinate work assignments.
• Ability to communicate effectively.
• Ability to establish and maintain effective working relationships with others.
• Ability to use a personal computer.
• Ability to navigate the computer network.
• Knowledge of word processing.
• Ability to use various software applications.
• Accountability, Communication, Empowerment, Flexibility, Integrity, Respect, Teamwork.
• Two years of professional experience in the area of insurance, retirement or social security, administration, call center, customer service, fiscal work, statistics, or personnel.
• A postsecondary degree may be used as an alternative for years of experience on a year-for-year basis.
• Professional experience in the areas described or any combination of the above, can substitute on a year-for-year basis for the required college education.

Responsibilities

• Accurately review and process retirement forms or other documents necessary for annuitants’ retirement benefit payments.
• Maintain retirement data integrity in IRIS, by accurately entering information including tax withholding information, address changes, name changes, Health Insurance Subsidy (HIS) benefit program, legal documents, insurance deductions and other related retirement processes into the division’s Integrated Retirement Information System (IRIS).
• Make outgoing calls to payees or insurance providers.
• Provide customer service by assisting the contact center on the help desk, answering incoming calls as needed for the contact center and assisting visitors.
• Complete assigned projects accurately within given timeframes.
• May serve on committees and in workgroups to improve or maintain section, bureau, or division wide administration of the retirement system.
• Perform other duties as required.

What This Job Offers

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