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Date: Aug 6, 2019

Location: TALLAHASSEE, FL, US, 32399

The State Personnel System is an E-Verify employer. For more information click on our E-Verify website.

Requisition No: 70705 

Agency: Management Services

Working Title: RETIREMENT SPECIALIST III - 72002691

Position Number: 72002691 

Salary:  $32,696.00 

Posting Closing Date: 08/20/2019 

Retirement Specialist III
Retirement/Enrollment and Contributions
State of Florida Department of Management Services
This position is located in Tallahassee
Applicants will be required to take a work sample 

The Florida Department of Management Services (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, telecommunications, private prisons, fleet, and federal property assistance programs utilized throughout Florida’s state government. DMS is relied upon to establish, maintain and improve the business processes used by state employees to create a better, not bigger government.  DMS facilitates the delivery of these programs and services and provides tools and training to bolster the efficiency and effectiveness of the state’s workforce. It is against this backdrop that DMS strives to demonstrate its motto, “We serve those who serve Florida.” Under the leadership of DMS Secretary Jonathan Satter, DMS’ employees embody four pillars on a daily basis: establishing a process-oriented mindset; challenging the status quo; creating efficiencies; and respecting state employees.
Position responsibilities:
This is a 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: 

  • Reviews and processes retirement applications, forms, and other documents.  Determines more complex membership eligibility, appropriate plan selection, benefit payments, contribution rates, and the corresponding effective date.  Calculates benefits or other retirement data as needed.  Maintains retirement data on IRIS, by accurately entering information into the division’s Integrated Retirement Information System (IRIS).  Audits, corrects, and reconciles retirement data to ensure data integrity.
  • Composes complete, accurate, and grammatically correct correspondence, in accordance with applicable Florida Statutes, Florida Administrative Codes, and Internal Revenue Code regulations.  Interprets and applies applicable laws, rules, and regulations.  Verifies audited retirement data for accuracy and completeness.
  • Completes reports or assigned projects in a timely manner.  Gathers and analyzes member information for verification of service credit, plan determinations, membership applications or audit findings.  Provides customer service through counseling and personal interviews with members; and consultative and technical assistance to employment agencies; or investigates discrepancies for Third Party Administration and audit staff. 
  • Reviews data to identify, troubleshoot and resolve non-routine problems.  Trains and monitors staff development. Serves on committees and in workgroups to improve or maintain bureau or division wide administration of the retirement system.
  • Performs other duties as required. 

Knowledge, Skills and Abilities:
Knowledge, skills and abilities, including utilization of equipment, required for the position: 

  • Ability collect, evaluate and analyze data relating to retirement issues.  
  • Understand and apply applicable rules, regulations, policies and procedures relating to retirement membership (member and agency).  
  • Compose correspondence; 
  • 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 relationships with others.
  • Ability to operate a personal computer with proven proficiency in Word, Excel, or comparable processes. 
  • Accountability, Communication, Empowerment, Flexibility, Integrity, Respect, Teamwork.
  • This position requires sedentary work and repetitive motion.

Minimum Qualifications:

  • A bachelor's degree from a college or university and 1 year of professional experience in the area of insurance, retirement or social security, administration, call center, customer service, fiscal work, statistics, personnel, or any combination thereof. 

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 
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.
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.  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. 

Nearest Major Market: Tallahassee