Financial Services Supervisor

Requisition Number: 79903 

Financial Services Supervisor

BASIC FUNCTION OF JOB

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. 

WORK PERFORMED

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Essential Functions of Job:

• 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 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.
• 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.

EDUCATIONAL REQUIREMENTS

Education and/or Experience:

High school diploma or general education degree (GED); or equivalent combination of education and experience.   Bachelors degree preferred. Two to five years previous collections experience required; or equivalent combination of education and experience.

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.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate noise (i.e. business office with computers and printers, light traffic)
• Ability to work in a confined area
• Ability to sit at a computer terminal for an extended period of time

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee is regularly required to, stand, sit; talk, hear, and use hands and fingers to operate a computer and telephone keyboard reach, stoop kneel to install computer equipment
• Specific vision abilities required by this job include close vision requirements due to computer work.

The position described above provides a summary of some the job duties required and what it would be like to work at Insight. For a comprehensive list of physical demands and work environment for this position, click here.

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

Today's talent leads tomorrow's success. Learn about careers at Insight: jobs.insight.com

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.

Insight Manila Location: 2nd Floor Edsa Central Pavilion Building, Edsa corner United Street, Greenfield District, Mandaluyong City, Metro Manila, Philippines 1550