Retirement Specialist Iii

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Requisition No:867425

Agency:
Management Services

Working Title:

RETIREMENT SPECIALIST III -

Accurately review and process retirement forms or other documents necessary for annuitants’ retirement benefit payments. Maintain retirement data integrity in IRIS, by accurately entering information including tax withholding information, address changes, name changes, Health Insurance Subsidy (HIS) benefit program, legal documents, insurance deductions and other related retirement processes into the division’s Integrated Retirement Information System (IRIS). This may include making outgoing calls to payees or insurance providers.

Provide customer service by assisting the contact center on the help desk, answering incoming calls as needed for the contact center and assisting visitors.

Complete assigned projects accurately within given time frames.

May serve on committees and in work groups to improve or maintain section, bureau, or division wide administration of the retirement system.

Perform other duties as required.

Knowledge of the principles and techniques of effective verbal and written communication. Knowledge of basic arithmetic. Ability to review data for accuracy, identify errors, and take corrective action. Ability to collect, analyze, and verify data relating to insurance or retirement benefits. Ability to understand and apply applicable rules, regulations, policies, and procedures relating to insurance or retirement benefits. Ability to train others.

Ability to organize data into logical format. Ability to utilize problem-solving techniques. Ability to work independently. Ability to perform basic arithmetical calculations. Ability to plan, organize, and coordinate work assignments. Ability to communicate effectively. Ability to establish and maintain effective working relationships with others. Ability to use a personal computer. Ability to navigate the computer network. Knowledge of word processing.

Ability to use various software applications. Accountability, Communication, Empowerment, Flexibility, Integrity, Respect, Teamwork.

Two years of professional experience in the areas of insurance, retirement or social security, administration, call center, customer service, fiscal work, statistics, personnel, or any other combination. A postsecondary degree may be used as an alternative for years of experience on a year-for-year basis.

Under the direction of Governor Ron DeSantis, Interim Secretary Tom Berger 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.”

The mission of the Division of Retirement (division) is to deliver a high quality, innovative, and cost-effective retirement system. The division currently has 221 full-time retirement staff and manages a FY 2025-26 operating budget of $48,864,720. The division administers the Florida Retirement System (FRS) Pension Plan, one of the largest state retirement systems in the US with more than 1.1 million active, retired, and terminated vested members and $191.6 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.

DMS is…