Company Description: As one of the nation's leading providers of individual disability income insurance, we preserve the dignity and protect the lifestyles of American families in financial and emotional crisis due to injury or serious illness.
It takes special people to do this type of work: people with vision and compassion, intelligence and enthusiasm. For applicants who embody these qualities, Berkshire Life, A Guardian Company, offers a broad range of employment opportunities - from entry level to highly skilled, from technical to creative.
At Berkshire Life, we recognize that employees who care about their communities are well suited for the business of helping our clients.
Commission Representative - Pittsfield, MA - 17001090
To Commensurate With Experience
Some High School Coursework
Up to One Year
This role will be based in our Pittsfield, MA location.
The incumbent must process paper, NSCC and IPS commission statements and adjustments. The incumbent must be able to identify the various types of commissions being reported (regular, 12b-1’s and mixed transactions) and product types (mutual fund, variable annuity, variable life, brokerage and RIA business). This position requires high levels of customer service by responding to commission-related issues and questions, problem research and resolution and accurate dissemination of information pertaining to PAS policies and procedures.
The candidate must be able to diffuse difficult situations in a courteous and professional manner and work in a high pressure, time sensitive environment.
* Process commission transactions
* Respond to inquiries submitted via email
* Review commission reports and process commission adjustments
* Provide assistance as necessary for the processing of commissions, and backup coverage during absences
This position reports to the Manager, Commissions who, in turn, reports to the Manager, Agency Administration & Finance.
* Respect for Diversity
* Customer Focus
* Collaborating with others
* Analytical Thinking
* Focusing on Detail (s)
* High School Diploma required. (Bachelor’s Degree preferred)
* Minimum 6 months related broker/dealer or insurance experience.
* Knowledge of Excel and Microsoft Word preferred
The Guardian Life Insurance Company of America® (Guardian), currently ranked #218 on the Fortune 500, is one of the largest mutual life insurers. As of December 31, 2016, Guardian reports $1.5 billion in operating income, $7.4 billion in capital, and $66.5 billion in assets under management. Guardian consistently scores high marks for financial strength from all four major credit rating agencies and enjoys a strong competitive position in its major businesses: life insurance, disability income insurance, annuities, investments, dental and vision insurance and employee benefits.
As a mutual company founded over 150 years ago, Guardian is owned by its policyholders. The company has paid dividends to policyholders every year since 1868 and the Company’s 8,800 employees and 2,750 financial representatives are aligned with its mission to help individuals, families, and small businesses achieve financial security and protection. Guardian states its aspiration in the following way: “To be the trusted mutual partner, delivering financial security how, when, and where our clients prefer.”
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.