RETIREMENT ANALYST II - 72002480

Requisition No: 838077 

Agency: Management Services

Working Title: RETIREMENT ANALYST II - 72002480

 Pay Plan: Career Service

Position Number: 72002480 

Salary:  $42,995.68 to $50,353.42 

Posting Closing Date: 10/04/2024 

Total Compensation Estimator Tool

Retirement Analyst II

Division of Retirement

State of Florida Department of Management Services

This position is located in Tallahassee

Position Overview and Responsibilities:

INTERNAL PROCESSES:

• Be knowledgeable of all bureau processes and associated screens (including website). Assist with and coordinate requests for Integrated Retirement Information System (IRIS) or website corrections and enhancements. 
• Prepare and assist bureau sections with preparing System Investigative Report (SIR) documents to alert contracted systems consultants that problems exist, or to request system enhancements to IRIS or website screens. 
• Assist each section with testing corrections or enhancements to IRIS or website, including coordinating testing with staff from other division areas for cross functional SIRs.   Responsible for ensuring each SIR is thoroughly tested before changes are implemented to ensure data integrity. 
• Track and monitor all stages of bureau’s SIR projects. 
• Provide user assistance for navigating IRIS/workflow screens and identifying interface problems.  Coordinate reporting the bureau’s IRIS and/or workflow problems to contracted systems consultants and ensure timely and effective resolutions.  
• Serve as liaison between the sections within the bureau, other division functional areas, and contracted systems consultants on cross-functional issues.
• Coordinate and act as bureau liaison for projects such as the HIS Tax Exclusion, COLA, Preservation of Benefits including 1099 Misc, and IRS 1099-R project including 945, 945X and 945a.
• Coordinate all stages of the outgoing correspondence to our external customers.
• Coordinate the bureau changes/additions to the Knowledge Base.
• Assist with all aspects of the bureau’s administration of Insurance Deductions.

PROJECTS:

• Coordinate special projects for the Bureau of Benefit Payments and division management team.
• Performs other related duties and assignments as required.   

WEBSITE:

• Review web user reports to proactively identify accounts that need additional review.
• Determine which reviewed web user accounts need customer service follow up and/or an administrative block to FRS Online access. May contact payees or members for additional information, as needed. 
• Follow up with our Program Integrity Section regarding customer-initiated complaints about possible unauthorized access to their FRS Online (web account). Examples include customers calling about letters they received notifying them of changes to direct deposit information, FRS Online account information, or address changes.
• Follow up and monitor individual accounts being reviewed and report to division management team as required.

ADDITIONAL:

• May develop and maintain templates and standard comments used in the section’s correspondence.
• May participate in workshops, seminars, and training sessions for agencies.
• May assist Sections within the division as needed.

CUSTOMER SERVICE:

• Provide customer service that requires expert knowledge of the Florida Retirement System (FRS) and all existing systems, the Florida Statutes, rules, division policies, and any applicable Internal Revenue Service (IRS) codes that relate to retirement payroll processing, reporting annual income and tax deductions, and the HIS program.
• Compose complex correspondence, memoranda, etc. to members and agencies.  Prepare complete, accurate, and grammatically correct responses to customers’ inquiries by letter or email.

Knowledge, Skills, and Abilities:

• Knowledge of the principles and techniques of effective communication.
• Knowledge of basic arithmetic.
• Knowledge of the methods of data collection and analysis.
• Knowledge of basic management principles and practices.
• Ability to review data for accuracy, identify errors and take corrective action.
• Ability to collect, evaluate, analyze, and verify data relating to benefits plans
• Ability to understand and apply applicable rules, regulations, policies, and procedures relating to benefit plans.
• Ability to train others.
• Ability to organize data into logical format.
• Ability to utilize problem-solving techniques.
• Ability to work independently.
• Ability to plan, organize and coordinate work assignments.
• Ability to communicate effectively.
• Ability to establish and maintain effective working relationships with others.
• Ability to direct and coordinate the planning and implementation of operational and program reviews and program monitoring activities.
• Ability to prioritize workload.
• Ability to develop various reports.
• Ability to design, develop and implement research models.
• Ability to manage a benefits services program.
• Ability to assess budgetary needs.
• Ability to formulate policies and procedures.
• Accountability, Communication, Empowerment, Flexibility, Integrity, Respect, Teamwork

Minimum Qualifications:

Six 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.

Our Organization and Mission:
Under the direction of Governor Ron DeSantis, Secretary Pedro Allende and DMS’ Executive Leadership Team, the Florida Department of Management Services (DMS) is a customer-oriented agency with a broad portfolio that includes the efficient use and management of real estate, procurement, human resources, group insurance, retirement, telecommunications, fleet, and federal property assistance programs used throughout Florida’s state government. It is against this backdrop that DMS strives to demonstrate its motto, “We serve those who serve Florida.”

Division of Retirement:

The mission of the Division of Retirement (division) is to deliver a high quality, innovative, and cost-effective retirement system. The division currently has 225 full-time retirement staff and manages a FY 2024-25 operating budget of $48,864,720. The division administers the Florida Retirement System (FRS) Pension Plan, currently the fourth largest state retirement system in the US with more than 2.7 million active, retired, and terminated vested and non-vested members and $187.2 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 more than 1,000 employers for all FRS members. 

Special Notes:
DMS is committed to successfully recruiting and onboarding talented and skilled individuals into its workforce. We recognize the extensive training, experience, and transferrable skills that veterans and individuals with disabilities bring to the workforce.  Veterans and individuals with disabilities are encouraged to contact our recruiter for guidance and answers to questions through the following provided email addresses:
DMS.Ability@dms.fl.gov
DMS.Veterans@dms.fl.gov
An individual with a disability is qualified if he or she satisfies the skills, experience, and other job related requirements for a position and can perform the essential functions of the position with or without reasonable accommodation. Candidates requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must contact the DMS Human Resources (HR) Office at (850) 488-2707. DMS requests applicants notify HR in advance to allow sufficient time to provide the accommodation.
Successful completion of background screening will be required for this position.

The State of Florida is an Equal Opportunity Employer/Affirmative Action Employer, and does not tolerate discrimination or violence in the workplace.

Candidates requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must notify the agency hiring authority and/or People First Service Center (1-866-663-4735). Notification to the hiring authority must be made in advance to allow sufficient time to provide the accommodation.

The State of Florida supports a Drug-Free workplace. All employees are subject to reasonable suspicion drug testing in accordance with Section 112.0455, F.S., Drug-Free Workplace Act.

VETERANS’ PREFERENCE.  Pursuant to Chapter 295, Florida Statutes, candidates eligible for Veterans’ Preference will receive preference in employment for Career Service vacancies and are encouraged to apply.  Certain service members may be eligible to receive waivers for postsecondary educational requirements.  Candidates claiming Veterans’ Preference must attach supporting documentation with each submission that includes character of service (for example, DD Form 214 Member Copy #4) along with any other documentation as required by Rule 55A-7, Florida Administrative Code.  Veterans’ Preference documentation requirements are available by clicking here.  All documentation is due by the close of the vacancy announcement.