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Date:  Nov 18, 2022


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

Requisition No: 725761 

Agency: Financial Services

Working Title: SENIOR BENEFITS TECHNICIAN - 43000313

Position Number: 43000313 

Salary:  $33,200.00 - $35,000.00 

Posting Closing Date: 12/01/2022 







This advertisement will be used to fill multiple positions


Bachelor’s degree or higher in Accounting, Business Administration, Economics, or Finance is preferred.



  • Two (2) years of customer service experience.
  • Punctuality and Reliability


Additional preferences:

  • One (1) year of FLAIR experience.
  • Proficient in the use of MS Word, Excel and Outlook.
  • Detail oriented.
  • Experience answering a multi-line phone.


The anticipated hiring salary range is $­­­­­­­­­­­­­­­­­­­­­33,200.00 - $35,000.00.


Due to the job duties of this position, the work hours are 8:00 a.m. to 5:00 p.m., Monday-Friday with an hour lunch. 


This position requires a security background check, including fingerprinting, as a condition of employment.


Employees of the Department of Financial Services are paid based on a monthly pay cycle.


Responses to qualifying questions must be clearly supported by the state application and any omission, falsification or misrepresentation in the answering of the qualifying questions will be cause for immediate elimination from the selection process.


Minimum Qualifications for this position include the following REQUIRED ENTRY LEVEL KNOWLEDGE, SKILLS AND ABILITIES:

Knowledge of the principles and techniques of effective communication. Knowledge of basic arithmetic. Ability to determine work priorities, assign work and ensure proper completion of work assignments. Ability to communicate effectively; Ability to organize data into logical format; Ability to evaluate and analyze data, identify errors and take corrective action.  Ability to solve problems and make decisions. Ability to understand and apply applicable rules, regulations, policies, and procedures relating to retirement. Ability to establish and maintain effective working relationships with others. Ability to compose correspondence. Ability to work independently.  Ability to perform basic arithmetic calculation.


OTHER KSAs (Incumbent may learn on job):

Ability to understand and apply rules, regulations, policies, and procedures relating to deferred compensation Benefit. Knowledge of the Deferred Compensation Plan and other related tax-Deferred retirement programs. Ability to maintain financial spreadsheets.



  • Provides quality customer service to all participants and State employees.  Receives incoming telephone calls and electronic messages in support of our customer service function.  Answers questions about the Plan organization, policies and procedures.  Explains Plan policy and procedures to state employees, current participants, and Investment Providers (for example: federal regulations and procedures). Communicates detailed information concerning available investment options.  Distribute information about the Plan upon request.
  • Reviews, coordinates and processes participant requests for Operational transactions including, Distributions, Unforeseeable Emergency Withdrawals, Company to Company Transfers, Loans, Rollovers, Purchase of Prior Service Credits. Scrutinize requests to ensure participants meet the eligibility requirements and required documents are complete and accurate.  Validates and reconciles participant’s account information and corresponds with IP and Record Keeper to expediently resolve discrepancies to avoid delays in transactions.
  • Organizes, maintains and enters participant’s information into the Complete Access of Participant Records Information (CAPRI) database system relating to transaction requests.  Coordinates with IPs to rectify any pending actions.
  • Prepares IP authorization for the requested transaction from the participant’s account, initiates the correction of errors, and makes adjustments due to changes or cancellations on assigned transactions.  Validates and updates electronic documentation in CAPRI to reflect completion of the transactions which is used in preparation for status reports and external audits. Validates electronic documentation of processed transactions.
  • Reviews and prepares correspondence to participants, beneficiaries, and IPs to obtained pertinent information required to respond appropriately to requests for services related to the Plan. Counsels participants on Plan transactions and related IRS rules. 


If you are a retiree of the Florida Retirement System (FRS), please check with the FRS on how your current benefits will be affected if you are re-employed with the State of Florida. Your current retirement benefits may be canceled, suspended or deemed ineligible depending upon the date of your retirement. 

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. 

Nearest Major Market: Tallahassee