SENIOR BENEFITS ANALYST - 72002704

State of Florida; Tallahassee (FL); On-site; USD 80,000 - 110,000; Full time

Job summary

State of Florida Department of Management Services in Tallahassee seeks a Senior Benefits Analyst to lead complex retirement benefit analyses, audits, and calculations. The role trains staff, supervises workflow, and ensures accurate service credits and contributions across retirement plans.

You will develop procedures, verify moneys transfers, and prepare statements of required contributions while counseling members on retirement options.

Qualifications

• Knowledge of principles and techniques of effective verbal and written communication.
• Ability to review data for accuracy; identify errors and take corrective action.
• Ability to train others and organize data.
• Ability to operate a personal computer with proficiency in Word.

Responsibilities

• Trains and directs professional employees in plan membership, reporting, benefit payroll or benefit determination and calculation.
• Supports and assists the section administrator in assigning and monitoring workflow and production reports.
• Analyzes and approves audits and calculations of member accounts for accuracy and eligibility.
• Composes complex correspondence and develops procedures for the section administrator.
• Process and verify DROP void accounts and create, monitor, and test SIRS for revisions in IRIS.
• Attend bureau staff meetings and conduct section staff meetings in the administrator's absence.
• Performs related duties as required.

Skills

Verbal communication

Written communication

Data analysis

Problem solving

PC proficiency (Word)

Education

Bachelor's degree or higher

Job description

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Requisition No:883496

Agency: Management Services

Working Title: SENIOR BENEFITS ANALYST - 72002704

Senior Benefits Analyst

Division of Retirement/Calculations/State & County

State of Florida Department of Management Services

This is an on-site position located in Tallahassee, FL

Internal Agency Only

Position Overview and Responsibilities:

Trains and directs professional employees in all aspects of plan membership, reporting, benefit payroll or benefit determination and calculation. Trains employees to equip them to accurately analyze members' employment history, balance retirement accounts, prepare statements of required contributions, compute estimates of retirement benefits, counsel members on all aspects of retirement and calculate final retirement benefit amount. Provides feedback to section administrator on progress of trainees.

Supports and assists the section administrator in assigning and monitoring the work flow in the section, production reports, etc. Effectively assumes responsibilities of the section administrator during the administrator's absence by approving leave, monitoring section activities in personnel. May participate in employee selection modules, performance reviews and make recommendations to supervisor about work deficiencies, problem areas, and corrective action.

Analyzes and approves the audit, balancing and subsequent calculations of member accounts by professional employees for accuracy. Ensures that proper service credit has been given under each retirement system and plan, verifies members' eligibility to claim retirement credit for additional types of service, the required contributions and interest have been accurately calculated and paid as required and that the proper documentation for all actions taken and determinations made are contained in the file. Also verifies all audits of transfer of moneys between and within member accounts due to reporting and other errors in the account.

Composes complex correspondence, memoranda, etc. to members and agencies. Develops and writes procedures, and updates procedures for the approval of the section administrator.

Process and verify DROP void accounts.

Create, monitor, and test SIRS for revisions in IRIS.

Attend bureau staff meetings and conduct section staff meetings in the absence of the administrator.

Performs related duties as required.

Knowledge, Skills, and Abilities:

Knowledge of principles and techniques of effective verbal and written communication and basic arithmetic. Ability to review data for accuracy; identify errors and take corrective action; collect, evaluate, analyze and verify data relating to retirement benefits; understand and apply applicable rules, regulations, policies and procedures relating to retirement benefits; train others; 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; and establish and maintain effective working relationships with others. Ability to operate a personal computer with proficiency in Word, or comparable processes. Accountability, Communication, Empowerment, Flexibility, Integrity, Respect, Teamwork.

Minimum Qualifications:

Five 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.

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 246 full-time retirement staff and manages a FY 2026-27 operating budget of $55,482,958. The division administers the Florida Retirement System (FRS) Pension Plan, currently one of the largest public state retirement systems in the US with more than 1.2 million active, retired, and terminated vested members and $212.6 billion in assets. The division pays out more than $12 billion a year in retiree benefits and maintains the service history, vesting and membership status records, and collects nearly $5.9 billion annually in employer and employee contributions from more than 1,000 employers for all FRS members.

Our Organization and Mission:

Under the direction of Governor Ron DeSantis, 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.”

Special Notes:

DMS is committed to successfully recruiting and onboarding talented and skilled individuals into its workforce. We recognize the extensive training, experience, and transferable skills that veterans and individuals with disabilities bring to the workforce. Veterans and individuals with disabilities are encouraged to contact our agency recruiter for guidance and answers to questions through the following provided email addresses:
[e-mail]
[e-mail].

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. For purposes of requesting reasonable accommodations, as mentioned above, the agency hiring authority is the DMS Human Resources office, which the candidate can reach at [phone].

Successful completion of background screening will be required for this position.

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.

For assistance, call the People First Service Center at [phone] Monday - Friday, 8:00 a.m. to 6:00 p.m., Eastern time. Pursuant to Florida Law, 110.211 F. S., the State of Florida is an EEO employer.