RETIREMENT ANALYST II - 72004131

Requisition No: 834518 

Agency: Management Services

Working Title: RETIREMENT ANALYST II - 72004131

 Pay Plan: Career Service

Position Number: 72004131 

Salary:  $42,995.68 

Posting Closing Date: 09/30/2024 

Total Compensation Estimator Tool

Retirement Analyst II/Program Integrity

Division of Retirement/Benefit Payments

State of Florida Department of Management Services

This position is located in Tallahassee, FL

Position Overview and Responsibilities:

As a Retirement Analyst II, you will preform data analysis to identify fraud or financial exploitation of payees receiving an FRS Pension Plan retirement benefit.  Data analysis may include listening to recorded phone calls, reviewing account activity, checking for online breaches, and other data gathering techniques.  Applies knowledge of fraud schemes, general areas of vulnerability, reimbursement methodologies, and relevant laws to find suspicious patterns in claims data and other sources.

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

• Perform manual authentications for FRS Online users including Legal Representatives, secure individuals and members who cannot access FRS Online after being assisted by a Contact Center representative.
• Organizes data and prepares a written summary of investigative steps, conclusions, and recommendations with attention to detail and a high level of accuracy. Prepares clear and concise investigatory reports to support findings of potential fraud, financial exploitation, or breach of security in a format amenable to statistic gathering, cross-referencing and future monitoring.
• Actively monitors accounts previously affected by fraud, financial exploitation, or breach of security.  Reviews reports listing high risk activities, such as multiple direct deposit or address changes, for potential unwanted activity.
• Makes immediate recommendations to Administrator to secure retirement accounts and prevent any retirement funds from being diverted. 

Knowledge, Skills, and Abilities:

• Strong analytical and problem-solving abilities.
• Ability to multi-task and complete project assignments simultaneously.
• Experience auditing, data analysis, or fraud detection.
• Experience in quality assurance, and or investigations.
• Exemplary organizational and prioritization skills.
• Exceptional ability to work as a team member.
• Excellent written and verbal communication skills.
• Demonstrates a well-developed willingness to learn and keep abreast of technological changes affecting the primary position functions.
• Ability to work with a variety of stakeholders in sometimes difficult situations while maintaining professionalism.
• Ability to analyze and interpret data.
• Ability to effectively and efficiently work both independently and as a contributing member of a team.
• Advanced proficiency in Microsoft Office Suite, Power BI, etc.
• Ability to plan, organize, and prioritize work assignments to meet deadlines.
• 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:
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.