JOB FAMILY: BUSINESS AND FINANCE
OCCUPATIONAL GROUP: BUSINESS OPERATIONS
OCCUPATION: MANAGEMENT ANALYSTS
13-1111
Occupational Profile for Retirement Analyst I-Position #72003120
Applicants will be hired at the minimum annual pay grade salary of $36,467.60
This position is located in Tallahassee.
Preference will be given to applicants with 1.5 or more years of experience in a retirement program at the Division of Retirement, Department of Management Services
DESCRIPTION
This is 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:
SECTION OPERATIONS
Assist the Benefits Administrator with in establishing policies and procedures which control the operation of the section, identifying areas of potential improvement, evaluating the section and making recommendations, assigning and monitoring the workflow in the section, provides feedback to section administrator on progress of trainees.
Coordinate section work and serve as lead worker for complex accounts (elected officials, etc.).
Identify programming needs and submit change requests. Test and implement database modifications.
Serve as liaison between the section and other areas at the division.
Develop and write, and update section procedures and training manuals for the approval of the section administrator.
Participate in employee selection modules and make recommendations to supervisor about work deficiencies, problem areas, and corrective actions.
QUALITY CONTROL
Provide quality control review of refund and DROP termination payment processing based on Florida Retirement System (FRS) termination requirements and the Internal Revenue Code (IRS) provisions for rollover or lump sum payments.
Provide quality control review of outgoing correspondence prepared by other staff and insurance deduction authorizations by verifying data used in accounts on IRIS.
Train and direct professional employees in all aspects of DROP terminations, refunds of employee contributions, insurance deductions, and any Qualified Domestic Relations Orders relating to DROP distributions.
Monitor the training of new staff and assists with staff development.
Research retirement topics and prepare complete, accurate and grammatically correct responses to customers’ inquiries by letter or email.
CUSTOMER SERVICE
Assist with the section’s phone duty and counseling as needed.
Provide customer service that requires expert knowledge of the Florida Retirement System (FRS) and all existing systems, the Florida Statutes, rules and division policies that relate to Deferred Retirement Option Program (DROP), refunds of employee contributions and Qualified Domestic Relations Orders that relate to DROP distributions.
Counsel customers of the FRS which may include; member, agencies, physicians, attorneys, etc.
ADDITIONAL
Develop and maintain templates and standard comments used in the sections correspondence.
May participate in workshops, seminars, and training sessions for agencies.
Perform other duties as required.
Knowledge, Skills, & Abilities
Knowledge, skills and abilities, including utilization of equipment, required for the position:
Knowledge of personal computer use (hardware and software) for various automated applications.
Knowledge of FRS Statutes and Rules.
Ability to understand and apply applicable rules, regulations, policies and procedures relating to retirement and IRS programs.
Ability to work independently.
Minimum Qualifications
• A bachelor’s degree from a college or university and 2 years of professional experience in an insurance, retirement or social security program, administration, call center, customer service fiscal work, supervisory, statistics or 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
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The State of Florida is an Equal Opportunity Employer/Affirmative Action Employer and does not tolerate discrimination or violence in the workplace.
DMS is a drug-free workplace and successful completion of background screening is a condition of employment. The background screening may consist of fingerprinting and drug testing. Additionally, the State of Florida supports a drug-free workplace and at DMS a
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employees are subject to reasonable suspicion drug testing in accordance with Section 112.0455, F.S.
Successful completion of background/fingerprint screening is required.
Applicants requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must contact Dee Bell at 850-778-4411. Notification to the hiring authority must be made in advance to allow sufficient time to provide the accommodation.
This position is in the Career Service System. Pursuant to Chapter 295, Florida Statutes, applicants eligible for Veterans’ Preference will receive preference in employment and are encouraged to apply. However, applicants claiming Veterans’ Preference must attach supporting documentation with each application submission that includes character of service (for example, DD Form 214 Member Copy #4) along with any others documentation as required by Rule 55A-7, Florida Administrative Code. All documentation is due by the closing date of the vacancy announcement. For information on the supporting documentation required,
click here
. Applicants may also fax their supporting documentation to People First at 1-888-403-2110.
LICENSURE, CERTIFICATION OR REGISTRATION REQUIREMENTS
EFFECTIVE
7/01/02
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