Financial Services Rep Supervisor

FINANCIAL SERVICES SUPERVISOR

Mandaluyong – Philippines

Position Overview

The Financial Services Lead 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 Mgr. Financial Services. 

What will you do at Insight

• Participate in management meetings and provide support, as directed, to team and management staff
• Manage an assigned portfolio of client AR
• Mail/Email system generated form letters to clients to encourage payment of delinquent accounts.
• Contact delinquent accounts by phone, fax, email or client 3^rd 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
• Work with other departments at Insight to resolve issues that may be preventing payment of the invoice(s) by the client
• Keep detailed record/status of their ongoing collection effort
• 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.
• 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

• Develop rapport with client AP contacts and respective sales teams
• 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
•  Must be able to complete assigned tasks in a specified time frame
•  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 balances at or below predetermined departmental standards
• FSR Lead will be responsible for mentoring a small group of collectors.   The FSR Lead will work in tandem with the manager to identify special training needs of these collectors, map out an improvement plan and be able to report on any progress
• FSR Lead will assist in training of new hires as needed
• Preparation of daily, weekly, and monthly reports for Management
• Assist and/or own the development and delivery of special projects and training
• Other duties as assigned.

What you will need to join Insight

Education and/or Experience:

• Equivalent combination of education and experience
• Bachelor’s degree preferred
• Two to five years previous collections experience required
• SAP background is preferred

Knowledge, Skills and Abilities

• Ability to read, analyze, and interpret general business/ professional journals, technical procedures, or regulations
• Ability to write basic reports and business correspondence
• Must possess excellent communication skills, both verbal and written  
• Must possess basic knowledge of Collection laws and procedures

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