RETIREMENT ANALYST II - 72004126

Requisition No: 827150 

Agency: Management Services

Working Title: RETIREMENT ANALYST II - 72004126

 Pay Plan: Career Service

Position Number: 72004126 

Salary:  $42,995.59 -$47,295.15 

Posting Closing Date: 05/17/2024 

Total Compensation Estimator Tool

Retirement Analyst II

Division of Retirement/Contact Center

State of Florida Department of Management Services

This position is located in Tallahassee, FL

Division of Retirement:

The mission of the Division of Retirement is to deliver a high quality, innovative, and cost-effective retirement system. The division currently has 225 full-time retirement staff and manages a 2022-23 operating budget of $45.1 million and a non-operating budget of $24.8 billion. The division administers the Florida Retirement System (FRS) Pension Plan, currently the fourth largest state retirement system in the US with more than 2.6 million active, retired, and terminated vested and non-vested members and $181 billion in assets. The division pays out $12.5 billion a year in retiree benefits and maintains the service history, vesting and membership status records, and collects nearly $4.5 billion annually in employer and employee contributions from more than 1,000 employers for all FRS members. 

The Work You Will Do:

You will be an integral part of the retirement team by helping to fulfil the division’s mission of providing accurate and timely information to assist customers in making informed retirement decisions while ensuring fiscal integrity of retirement funds. 

The Difference You Will Make:

You will be an integral part of the retirement team by helping to fulfil the division’s mission of providing accurate and timely information to assist customers in making informed retirement decisions while ensuring fiscal integrity of retirement funds. 

How You Will Grow:

DMS encourages its employees to constantly innovate and seek efficiencies. Our four pillars are expectations for all our workforce, and you will be expected to model these as a leader. We believe in supporting and encouraging you as you take on important and often complex projects while offering you the opportunity to gain valuable experience quickly.

The Benefits of Working for the State of Florida:

Working for the State of Florida is more than a paycheck! Our staff enjoys top tier benefit offers including comprehensive health coverage, annual and sick leave benefits, and retirement plan options, including the FRS Pension Plan and the FRS Investment Plan.  To learn what the State can offer you and your family, please visit the MyBenefits website.

As an additional benefit, state employment affords you the opportunity to take part in the tuition waiver program within the state university and community college systems.

Your Specific Responsibilities:

Specific key responsibilities include, but are not limited to, the following:

The Retirement Analyst II (RA II) in the Contact Center primarily serves as the support desk to other contact center employees, responding to elevated calls and emails, and providing training opportunities for the customer service representatives. They must have knowledge of applicable Florida retirement laws, rules, and Division policies.  They often answer over 60 calls a day communicating information concerning topics covering Retired Payroll, 1099Rs, Calculations, Survivor Benefits, DROP, Disability, Enrollment and Contributions. 

RA IIs help ensure the incoming calls and emails are answered in an efficient and accurate manner.  They are vital in keeping the abandonment and disconnected call rate down.  RA IIs often help mentor and coach new trainees. They are vital in maintaining the Contact Center’s day to day floor operations. 

Required Knowledge, Skills, and Abilities:

• Knowledge of principles and techniques of effective verbal and written communication and basic arithmetic.
• Ability to review data for accuracy.
• Identify errors and take corrective action.
• Collect, evaluate, analyze, and verify data relating to retirement benefits
• Understand and apply applicable rules, regulations, policies, and procedures relating to retirement benefits.
• Train others.
• Organize data into logical format.
• Utilize problem solving techniques.
• Work independently.
• Perform basic arithmetical calculations.
• Plan, organize and coordinate work assignments.
• Communicate effectively verbally and in writing.
• Establish and maintain effective working relationships with others.
• Ability to operate a personal computer with proficiency in Word, or comparable processes.
• Integrity, Communication, Respect, Excellence, Accountability, Teamwork, Empowerment.

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:

DMS is a customer-oriented agency responsible for managing the various business and workforce-related functions of state government. Under the direction of Governor Ron DeSantis and DMS’ Executive Leadership Team, the agency oversees the real estate, procurement, human resources, group insurance, retirement, technology, telecommunications, private prisons, fleet, and federal property assistance programs utilized throughout Florida’s state government.  It is against this backdrop that DMS strives to demonstrate its mission, “We serve those who serve Florida.” Under the leadership of DMS Secretary Pedro Allende, DMS’ employees embody four pillars on a daily basis: lead by example, serve with excellence, create efficiencies, and challenge the status quo.

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.myflorida.com

DMS.Veterans@dms.myflorida.com

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.