Financial Services Rep II (Collections)

Financial Services Representative II (B2B Collections) 

Pasig City - Philippines

Position Overview

The Financial Services Rep II is responsible for the effective resolution of client AR within an assigned portfolio of accounts.   Incumbents will serve as the primary point of contact between client and Insight finance department.  This position will report to the Supervisor of Financial Services. 

What will you do at Insight

• Manage an assigned portfolio of client AR.
• Mail/Email system generated form letters to clients to encourage payment of delinquent accounts.
• This Representative’s portfolio is primarily made up of larger clients. These clients require a more experienced collector who can perform their daily tasks with minimal supervision. Resolution to issues is generally more complex and requires good problem-solving skills.
• Provide special billing requirements for strategic clients.
• Ability to successfully meet client Portal billing requirements
• Contact delinquent accounts by phone, fax, email or client 3rd party systems or tools.
• Confer with clients by telephone in attempt to determine reason for overdue payment, reviewing terms of sales, service, or credit contract.
• Keep detailed record/status of their ongoing collection efforts.
• Receive payment information from clients and record amounts promised to be paid into client’s account.
• Notify Sales Rep if they experience any difficulties in contacting the client or securing payment on the past due amounts.
• Provide Accounts Receivable with check/wire/ACH application information.
• Update Collections Management with status reports on top delinquent accounts.
• After consultation with their manager, order service interruption/credit hold on future orders.
• Sort and file correspondence.
• After consultation with their manager, processes Legal, Third Party Collections and Bankruptcy paperwork and submit to their manager.
• Must be able to effectively communicate with clients and fellow Insight teammates. Must meet SLA’s (Service Level Agreements) with sales and clients.
• Must maintain their portfolio goals aligned to departmental standards.
• Other duties as assigned.

What you’ll need to join Insight

• Open for college grad and undergrad. 
• Two years previous collections experience required and/or training; or equivalent combination of education and experience.

About Insight

• Today, every business is a technology business. Insight Enterprises, Inc. empowers organizations of all sizes with Insight Intelligent Technology Solutions™ and services to maximize the business value of IT. As a Fortune 500-ranked global provider of digital innovation, cloud/data center transformation, connected workforce, and supply chain optimization solutions and services, we help clients successfully manage their IT today while transforming for tomorrow. From IT strategy and design to implementation and management, our 11,000 teammates help clients innovate and optimize their operations to run smarter. Discover more at insight.com.
• Founded in 1988 in Tempe, Arizona
• 11,000+ teammates in 21 countries providing Insight Intelligent Technology
• Solutions™ for organizations across the globe
• $9.2 billion in revenue in 2018*
• Ranked #430 on the 2019 Fortune 500, #14 on the 2019 CRN Solution Provider
• 500
• 2019 Adobe Americas Partner of the Year, 2019 Cisco Global-Americas Partner of
• the Year, 2019 Intel IoT Solutions Partner of the Year, Microsoft U.S. Azure Partner
• Choice Award for Data/AI, Microsoft Azure Expert Managed Services Provider
• Ranked #23 on the 2019 Fortune 50 Best Workplaces in Technology, #70 on the
• 2019 Fortune 100 Best Workplaces for Diversity, and #7 on the Phoenix Business
• Journal 2019 list of Best Places to Work (Extra Large Business)
• Signatory of the United Nations (UN) Global Compact and Affiliate Member of the
• Responsible Business Alliance Proforma to include PCM, Inc. for fiscal year ended Dec. 31, 2018
• Insight is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation or any other characteristic protected by law.
• Today's talent leads tomorrow's success. Learn about careers at Insight: jobs.insight.com.