Retirement Specialist Iii

Requisition No: 870913

Agency:
Management Services

Working Title:

RETIREMENT SPECIALIST III -

Pay Plan:
Career Service

Position Number:

Salary: $35,361.61 - $40,943.76

Posting Closing Date: 03/10/2026

Total Compensation Estimator Tool

Retirement Specialist III

Division of Retirement/Benefit Payments/Survivors

State of Florida Department of Management Services

This position is located in Tallahassee, FL

Interpret and apply applicable laws, rules, and regulations necessary to administer the survivor benefit provisions for Florida Retirement System (FRS) benefits. Review and process retirement applications for survivors, beneficiary designation forms, and other documents for survivor benefit accounts.

Audit and reconcile retirement data to ensure data integrity and accurately calculate death benefits. Determine survivor benefits or Health Insurance Subsidy (HIS) eligibility based on analysis of plan membership, beneficiary designations, service credit, and option selection.

Provide customer service by phone, email, or personal interviews with families of deceased members, agencies, and attorneys. Compose complete, accurate, and grammatically correct correspondence, in accordance with applicable laws, rules, and regulations.

Complete reports and proof of life projects in a timely manner. Use proof of life project data to verify continued eligibility for benefits. May serve on committees and in work groups to improve or maintain bureau or division wide administration of the retirement system.

As needed to support the division and agency functions.

• 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 with others
• Ability to work independently
• Ability to use a personal computer; navigate the computer network
• Knowledge of word processing and use of various applications
• Commitment to Accountability, Communication, Empowerment, Flexibility, Integrity, Respect, Teamwork

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.

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, 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.

DMS is committed to successfully recruiting and onboarding talented and skilled individuals…