RETIREMENT ANALYST II - 72003120

Requisition No: 849537 

Agency: Management Services

Working Title: RETIREMENT ANALYST II - 72003120

 Pay Plan: Career Service

Position Number: 72003120 

Salary:  $42,955.68 - $44,285.54 

Posting Closing Date: 03/28/2025 

Total Compensation Estimator Tool

Retirement Analyst II

Division of Retirement

State of Florida Department of Management Services

This position is located in Tallahassee, FL

Position Overview and Responsibilities:

This is highly complex and technical work in the analysis of retirement accounts.  The incumbent exercises considerable judgment under the general supervision of an administrative supervisor.  The incumbent must possess a comprehensive working 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 possess a comprehensive working knowledge and understanding of the Internal Revenue Service (IRS) and Social Security Administration provisions relating to retirement programs.  Duties and responsibilities are as follows:

SECTION OPERATIONS

• Assist the Benefits Administrator with in establishing policies and procedures which control the operation of the section, identifying areas of potential improvement, evaluating the section, and making recommendations, assigning, and monitoring the workflow in the section, provides feedback to section administrator on progress of trainees.
• Coordinate section work and serve as lead worker for complex accounts (elected officials, etc).
• Identify programming needs and submit change requests.  Test and implement database modifications.
• Serve as liaison between the section and other areas at the division.
• Develop write, and update section procedures and training manuals for the approval of the section administrator.
• Participate in employee selection modules and make recommendations to supervisor about work deficiencies, problem areas, and corrective actions.

QUALITY CONTROL

• Provide quality control review of refund and DROP termination payment processing based on Florida Retirement System (FRS) termination requirements and the Internal Revenue Code (IRS) provisions for rollover or lump sum payments. 
• Provide quality control review of outgoing correspondence prepared by other staff and insurance deduction authorizations by verifying data used in accounts on IRIS.
• Train and direct professional employees in all aspects of DROP terminations, refunds of employee contributions, insurance deductions, and any Qualified Domestic Relations Orders relating to DROP distributions.
• Monitor the training of new staff and assists with staff development.
• Research retirement topics and prepare complete, accurate and grammatically correct responses to customers’ inquiries by letter or email.

CUSTOMER SERVICE

• Assist with the section’s phone duty and counseling as needed.
• Provide customer service that requires expert knowledge of the Florida Retirement System (FRS) and all existing systems, the Florida Statutes, rules, and division policies that relate to Deferred Retirement Option Program (DROP), refunds of employee contributions and Qualified Domestic Relations Orders that relate to DROP distributions.
• Counsel customers of the FRS which may include member, agencies, physicians, attorneys, etc.

ADDITIONAL

• Develop and maintain templates and standard comments used in the section’s correspondence.
• May participate in workshops, seminars, and training sessions for agencies.

Knowledge, Skills, and Abilities:

• Knowledge of personal computer use (hardware and software) for various automated applications.
• Knowledge of FRS Statutes and Rules.
• Ability to understand and apply applicable rules, regulations, policies, and procedures relating to retirement and IRS programs.
• Ability to work independently.
• Accountability, Communication, Empowerment, Flexibility, Integrity, Respect, Teamwork

Minimum Qualifications:
Four 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.”

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.