Call Center Specialist – Retirement & Benefits
Alerus · listed as Client Service Center Associate – Retirement and Benefits · $21.00–$22.00 per hour
Most people never think about their 401(k) rules until the day they need to take money out, and that is the moment they pick up the phone. This Call Center Specialist – Retirement & Benefits job at Alerus puts you on the other end of that call: the calm, accurate voice that explains a distribution, a loan policy or the status of a health claim.
It is a remote position, so it fits anyone searching for Remote Customer Service Jobs or Work from Home Jobs in financial services. There is one catch worth reading before you get excited, and we cover it below: the employer prefers candidates living in specific markets.
About the Call Center Specialist – Retirement & Benefits role
Alerus describes itself as a commercial wealth bank and national retirement provider, and says it has been named a Top Workplace by several industry and regional outlets. The Client Service Center is meant to be a single point of contact, so the person in this seat answers a wide range of incoming calls from retirement plan and health benefit participants: educating, troubleshooting, and giving correct answers efficiently. Alerus calls the official position Client Service Center Associate.
What a typical day involves
Answering participants
Handling telephone, email and chat inquiries politely and promptly. Calls cover plan-specific provisions, IRS and DOL regulations, distributions, contributions, investments, balance inquiries and claim status.
Explaining plan documents
Communicating the basics of retirement plan documents, adoption agreements and loan policies, plus the rules for health savings accounts, flexible spending accounts and health reimbursement arrangements.
Guiding people through the tools
Walking participants through Alerus websites and mobile apps, and staying current on internal systems named in the listing: AdminWeb, Salesforce, IBM Notes and Wex.
Building relationships
Keeping up with Alerus products and services and letting customers know about ones that fit their needs, in support of what the listing calls a financially fit client.
Hitting the numbers
Meeting performance standards such as quality assurance scores, attendance and productivity, and telling your manager early if you are falling short.
What Alerus is looking for
- 1+ years of business experience in employee benefits, customer service or accounting/bookkeeping (preferred)
- 1+ years of experience directly related to financial services (preferred)
- Excellent written and oral communication and organization skills (required)
- Self-motivation and the ability to manage several tasks at once and meet deadlines
- Comfort in a fast-paced, technology-centered environment that keeps changing
Notice what is required and what is only preferred. Experience is listed as preferred, while communication and organization skills are required. The listing does not state an education requirement. That said, comfort with retirement and benefits terms will matter once the phones start ringing, so lean on any financial services or benefits exposure in your resume.
Where you need to live and when you work
The posting says candidates are preferred to live within the Alerus footprint in the Twin Cities area of Minnesota, Grand Forks or Fargo in North Dakota, or Phoenix, Arizona. The wording is “preferred,” so it is not an outright ban on other locations, but it clearly shapes who gets considered. Hours are Monday through Friday, 10am to 7pm Central Time, so applicants in Phoenix should convert that to local time.
Pay and benefits
The base pay range is $21.00–$22.00 per hour. Alerus also mentions bonus and/or incentive opportunities. It lists the following benefits:
How to apply for the Call Center Specialist – Retirement & Benefits job
Apply on the Alerus job board. If you live in one of the preferred markets, say so clearly at the top of your resume, and highlight any phone support, benefits administration, bookkeeping or financial services work, along with any experience with Salesforce or similar systems.
Apply on the Alerus job boardQuestions about this remote call center job
Is the Call Center Specialist – Retirement & Benefits job fully remote?
Alerus calls it a remote position, though it prefers candidates living in the Twin Cities area of Minnesota, Grand Forks or Fargo in North Dakota, or Phoenix, Arizona. The listing’s work-environment section also mentions an office setting, so confirm any on-site expectations.
What are the work hours?
Monday through Friday, 10am to 7pm Central Time.
How much does it pay?
The base pay range is $21.00–$22.00 per hour, with possible bonus or incentive opportunities, according to the listing.
Do I need call center or financial services experience?
It is preferred, not required: 1+ years in employee benefits, customer service or accounting/bookkeeping, and 1+ years in financial services. Strong communication and organization skills are required.
What systems will I use?
The listing names AdminWeb, Salesforce, IBM Notes and Wex, along with the Alerus websites and mobile apps.
Job4Pak shares publicly available listings and is not the employer or a recruiter. Always apply through the official Alerus page and never pay to apply for a job.
