Our growing organization is seeking talented professionals who are in search of a challenging and rewarding work environment! We are currently hiring a Retirement Call Center Specialist in our Albert Lea or Arden Hills, MN office to assist our
participants with inquiries. This position will be responsible for taking a wide range of incoming calls from both retirement plan participants and plan sponsors. Call center specialists troubleshoot and address issues, provide support, and offer
information as needed to correctly and efficiently respond to caller inquiries.
JOB FUNCTION NUMBER 1: Client Service – 70%
Answer telephone and email inquiries from retirement participants promptly and courteously. Show
respect and patience to all participants. Respond to telephone requests within 2-3 hours. Calls will cover a wide range of topics, including plan specific provisions, IRS and DOL regulations surrounding retirement plans, contributions, distributions,
vesting, fund transfers, reallocations, investment election changes, and more.
Provide professional, accurate and clear communication.
Understand and clearly communicate inquiry and transactional use of the Alerus website and voice
Understand and communicate basic provisions of plan documents, adoption agreements and loan policies to clients and participants.
Handle exchange of information, technical questions, and client concerns confidently and
Meet service standards. Proactively notify manager if standards will not be met.
JOB FUNCTION NUMBER 2: ARS processing functions – 10%
Fund to Fund transfers including investment elections.
Accurately and timely entering in current business enrollment forms.
Deferral rate entry.
Stop pay/reissue requests.
Returned checks / 1099R’s.
Monitor and answer Call Center and
email questions and respond to both within 2-3 hours.
Monitor calls for potential IRA referrals.
JOB FUNCTION NUMBER 3: Resource & Financial Management - 10%
Meet the company’s annual client retention rate
Establish work objectives and priorities to perform work in a cost-effective manner.
Use company resources appropriately to maintain expenses within budget.
Make recommendations for ways to increase productivity, reduce
system usage and staff overtime.
JOB FUNCTION NUMBER 4: Technical and Professional Development – 5%
Attend and participate in department training programs and meetings.
Complete training in a timely manner.
Develop proficiency on systems including OmniPlus, Admin Access, Microsoft Word and Excel in order to accurately and efficiently complete daily activity.
Identify personal training needs.
Assist in developing and maintaining
Increase personal knowledge and expertise in plan regulation and administration. Pursue a program of continuing education through course work, meetings and reading to maintain and enhance professional skills.
NUMBER 5: Department Support and Teamwork - 5%
Complete projects at direction of manager.
Foster a positive work environment and support co-workers in achievement of departmental goals.
Treat all co-workers with
professionalism and respect.
Recognize and celebrate individual/team accomplishments.
Alerus offers a challenging and rewarding work environment as well as competitive compensation and a comprehensive benefits package which includes
health, dental, vision, paid time off & holidays, retirement benefits, and more!
Alerus is a customer-driven financial services company unlike any other. We are an independent, multibillion-dollar financial services organization serving customers
across the country and around the world. We offer a broad array of banking and wealth management products and services. Our knowledgeable staff assists our customers in identifying and attaining their financial goals.
Alerus Financial is an
Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
How to Apply
For more information regarding the responsibilities and qualifications for this opportunity or to apply, visit our website at www.alerus.com/about-us/careers/employment. Go to
“View Jobs” and then select the position titled “Retirement Call Center Specalist”.
We look forward to reviewing your application and thank you for your interest in Alerus Financial!