Job Description

Requisition No: 870187

Agency: Financial Services

Working Title: BENEFITS SPECIALIST - 43000330

Pay Plan: Career Service

Position Number: 43000330

Salary: $40,000.00 - $84,533.60

Posting Closing Date: 02/18/2026

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*****OPEN COMPETITIVE EMPLOYMENT OPPORTUNITY*****

CLASS TITLE: BENEFITS SPECIALIST

DIVISION: TREASURY

BUREAU: DEFERRED COMPENSATION

CITY: TALLAHASSEE

COUNTY: LEON

SPECIAL NOTES:

Requirements:

• Two (2) years of customer service experience.
• Punctuality and reliability.

Preferences:

• One (1) year of FLAIR experience.
• Proficient in the use of MS Word, Excel and Outlook.
• Detailed oriented.
• Experience answering multi-line phone.
• Experience with Personally Identifiable Information (PII)
• Bachelor’s degree in Accounting, Finance, Business, Marketing or Economics from an accredited college or university

Due to the job duties of this position, the work hours are 8:00 am to 5:00 pm, Monday-Friday with an hour for lunch.

This position is NOT eligible for teleworking. Applicants will be required to work in the Tallahassee Office located at 1801 Hermitage Blvd.

Interview will consist of oral interview questions.

The salary range for this position is $40,000.00 - $84,533.60.

Employees of the Department of Financial Services are paid on a monthly pay cycle.

This position requires a security background check, including fingerprint as a condition of employment.

Responses to qualifying questions must be clearly supported by the state application and any omission, falsification, or misrepresentation in the answering of the qualifying questions will be cause for immediate elimination from the selection process.

Candidate Profile (application) must be completed in its entirety. Please read below:

• It is unacceptable to use the statement “See Resume”.
• Please include the names and phone numbers for the supervisor(s) and/or Human Resource Department for all periods of employment.
• Account for and explain any gaps in employment so that the hiring process is not delayed.
• Experience, education, training, knowledge, skills, and/or abilities as well as responses to pre-qualifying questions must be verifiable to meet the minimum qualifications.
• Each field (address, city, and state, dates, phone numbers, etc.) should be completed.
• Upon the selection of the top candidate, a current supervisory reference contact will be required.

REQUIRED ENTRY LEVEL KNOWLEDGE, SKILLS AND ABILITIES:

Knowledge of the principles and techniques of effective communication. Knowledge of basic arithmetic. Ability to determine work priorities, assign work and ensure proper completion of work assignments. Ability to communicate effectively; Ability to organize data into logical format; Ability to evaluate and analyze data, identify errors and take corrective action. Ability to solve problems and make decisions. Ability to understand and apply applicable rules, regulations, policies, and procedures relating to retirement. Ability to establish and maintain effective working relationships with others. Ability to compose correspondence. Ability to work independently. Ability to perform basic arithmetic calculation. Ability to interpret, understand and disseminate laws, regulations, policies and procedures to others. Knowledge of processes and procedures for handling personally identifiable information (PII). Ability to handle a variety of complex situations independently or with limited supervision. Extensive knowledge in analyzing and interpreting data related to retirement services and the ability to provide all relevant options to participants or perspective participants.

BRIEF DESCRIPTION OF DUTIES

This is a professional position that provides service statewide for the Deferred Compensation Program. The Deferred Compensation Program authorized under Section 457(b), Internal Revenue Service Code provides employees’ a way to supplement retirement savings income by contributing to a variety of investment and bank products. The Bureau’s objective is to assist state employees in achieving financial security in their retirement years.

1. Provides quality customer service to all participants and State employees. Receives incoming telephone calls and electronic messages in support of our customer service function. Gathers the pertinent information from callers in order to answer questions pertaining to the Plan, federal and state laws/regulations, and the policies and procedures of the Bureau to state employees, current participants, and Investment Providers (IP). Communicates detailed information concerning available investment options. Distribute information about the Plan upon request. All knowledge of a participants personally identifiable information (PII) are to always be protected and kept confidential.
2. Independently analyzes requests to ensure participants meet all the eligibility requirements as set forth in the Plan document, State and Federal laws/regulations. Handle complex situations. Evaluates and determines that the required documents are complete and accurate. Organizes and processes participant requests/transactions including, Distributions, Unforeseeable Emergency Withdrawals, Company to Company Transfers, Loans, Rollovers, Purchase of Prior Service Credits Validates and reconciles with participant’s account information. Coordinates with IP and Record Keeper to expediently resolve discrepancies to avoid any unnecessary delays in transactions. Research and find a solution to discrepancies received from a participant.
3. Analyze, maintain, and enter participant’s PII into the Complete Access of Participant Records Information (CAPRI) database system. Interface with FL PALM to perform functions as needed for the Bureau. Maintains database of participant forms and related participant records.
4. Prepares IP authorization for the requested transaction from the participant’s account. Audits transactions, initiates correction of errors, and adjusts as needed due to changes or cancellations on assigned transactions. Authenticates electronic documentation in CAPRI to reflect completion of the transactions which is used in preparation for status reports and external audits. Validates electronic documentation of processed transactions.
5. Reviews and prepares correspondence to participants, beneficiaries, and IPs to obtain pertinent information required to respond appropriately to requests for services related to the Plan. Counsels’ participants on Plan transactions and related IRS rules as requested. Coordinates with IPs to rectify any pending actions.
6. Provide backup support for additional Deferred Compensation Programs during staff absences and other work as assigned.

If you are a retiree of the Florida Retirement System (FRS), please check with the FRS on how your current benefits will be affected if you are re-employed with the State of Florida. Your current retirement benefits may be canceled, suspended, or deemed ineligible depending upon the date of your retirement.

The State of Florida is an Equal Opportunity Employer/Affirmative Action Employer, and does not tolerate discrimination or violence in the workplace.

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.