What are the responsibilities and job description for the RETIREMENT SPECIALIST III - 72003813 position at State of Florida?
Requisition No: 872363
Agency: Management Services
Working Title: RETIREMENT SPECIALIST III - 72003813
Pay Plan: Career Service
Position Number: 72003813
Salary: $35,361.61 to $36,361.52
Posting Closing Date: 06/09/2026
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Retirement Specialist III
Division of Retirement/Benefit Payments/DROP
State of Florida Department of Management Services
This position is located in Tallahassee, FL
Position Overview and Responsibilities:
As a Retirement Specialist III you will interpret and apply applicable laws, rules, and regulations necessary to refund employee contributions and pay accumulated Deferred Retirement Option Program (DROP) benefits. Use retirement data to determine refund eligibility dates and prepare DROP termination information. Review and process retirement forms or other documents for refunds, DROP payouts, and insurance deduction authorizations. Serve as a lead worker for complex accounts.
Provide customer service by email, phone, and personal interviews with members, employers, and other stakeholders. Compose complete, accurate, and grammatically correct correspondence, in accordance with applicable laws, rules, and regulations.
Complete assigned projects in a timely manner. May serve on committees and in workgroups to improve or maintain bureau or division wide administration of the retirement system.
Update section procedures for the approval of the section administrator. May develop and maintain templates and standard comments used in the section’s correspondence.
Performs other duties as required.
Knowledge, Skills, and Abilities:
- Knowledge of correct spelling, punctuation, and grammar usage.
- Knowledge of basic mathematical principles.
- Ability to understand and apply retirement rules, regulations, and policies.
- Ability to collect, evaluate, and analyze retirement data.
- Ability to write clear and concise correspondence.
- Ability to verbally communicate relationships with others.
- Ability to work independently.
- Ability to use a personal computer.
- Ability to navigate the computer network.
- Knowledge of word processing.
- Ability to use various applications.
- Accountability, Communication, Empowerment, Flexibility, Integrity, Respect, Teamwork.
Minimum Qualifications:
- Two 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.
- 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.
Our Organization and Mission:
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.”
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 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, currently the fifth largest state retirement system 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.
Special Notes:
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 agency recruiter for guidance and answers to questions through the following provided email addresses:
DMS.Ability@dms.fl.gov
DMS.Veterans@dms.fl.gov
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 below, the agency hiring authority is the DMS Human Resources office, which the candidate can reach at (850) 488-2707.
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.
Salary : $35,362 - $36,362