Financial Services Rep II

Insight; Pasig; Hybrid; PHP 279,000 - 469,000; Full time

Benefits offered by this job

HMO on Day 1 with 2 free dependent

Global work location flexibility up to

Company culture and awards

Job summary

Insight is seeking a Financial Services Representative in Pasig to manage an assigned AR portfolio, serve as the primary client contact, and support the finance team. The role reports to the Manager Financial Services and is hybrid: on-site for the first 2–3 months, then 1 day in the office with 4 days at home.

Responsibilities include contacting delinquent accounts, sending letters, recording payments, and ensuring SLA compliance with sales and clients while upholding collection laws and

Qualifications

• Two years collections experience or training
• Ability to read, analyze, and interpret business material
• Ability to write basic reports and business correspondence
• Effective oral and written communication with clients and teammates
• Knowledge of Collection laws and procedures
• Ability to develop rapport with client AP contacts and sales teams
• Must meet deadlines and SLAs
• Portfolio balances maintained per standards

Responsibilities

• Manage an assigned AR portfolio
• Mail/fax form letters to encourage payment
• Contact delinquent accounts by phone, fax, or email
• Determine reasons for overdue payments and review terms
• Keep detailed records of collection efforts
• Record payments promised by clients
• Notify Sales Rep of payment difficulties
• Provide Accounts Receivable with payment information
• Update status on delinquent accounts
• Order service interruption/credit hold as needed
• Process legal and bankruptcy paperwork with manager
• Other duties as assigned

Skills

AR collections experience

Client communication

Report writing

SLA compliance

Knowledge of collection laws

Rapport with AP contacts

Time management

Problem solving

Education

High school diploma or GED

Job description

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Pasig, PH

Requisition Number: 106031

This is a hybrid opportunity where you will work full onsite on your first 2-3 months and will eventually transition to 1 days in the office,4days a week from home.

Insightat a Glance

• 14,000+ engaged teammates globally
• $8.2 billion in revenue in 2025
• Certified as a Great Place to work in 9 Countries in 2025
• Fortune 500 Company (No. 447) in 2025
• Received 25+ industry and partner awards in the past year
• $1.4M+ total charitable contributions in 2024 by Insight globally

Now is the time to bring your expertise to Insight. We are not just a tech company; we are a people-first company. We believe that by unlocking the power of people and technology, we can accelerate transformation and achieve extraordinary results. As a Fortune 500 Solutions Integrator with deep expertise in cloud, data, AI, cybersecurity, and intelligent edge, we guide organizations through complex digital decisions.

About the role

The Financial Services Representative is responsible for the effective resolution of client AR within an assigned portfolio of accounts. Be the subject matter expert supporting key complex clients within a strategic portfolio. While also fulfilling responsibilities of an FSR. Incumbents will serve as the primary point of contact between client and Insight finance department. This position will report to the Manager Financial Services.

Key Responsibilities:

• Manage an assigned portfolio of client AR
• Mail/fax system generated form letters to clients to encourage payment of delinquent accounts
• Contact delinquent accounts by phone, fax, or email
• 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
• Other duties as assigned

Be AmbITious:

This opportunity is not just about what you do today but also about where you can go tomorrow. When you bring your hunger, heart, and harmony to Insight, your potential will be met with continuous opportunities to upskill, earn promotions, and elevate your career.

What we’re looking for

• High school diploma or general education degree (GED), college degree preferred
• Two years previous collections experience required and/or training; or equivalent combination of education and experience
• Ability to read, analyze, and interpret general business/professional journals, technical procedures, or regulations
• Ability to write basic reports and business correspondence
• Must possess the ability to effectively present information and communicate, both orally and in written form, with clients and fellow Insight teammates
• Must possess basic knowledge of Collection laws and procedures
• Ability to 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

What you can expect

We’re legendary for taking care of you, your family and to help you engage with your local community. We want you to enjoy a full, meaningful life and own your career at Insight. Some of our benefits include:

• Freedom to work from another location-even an international destination for up to 30 consecutive calendar days per year.
• HMO on Day 1 with 2 free dependent.

But what really sets us apart are our core values of Hunger, Heart, and Harmony, which guide everything we do, from building relationships with teammates, partners, and clients to making a positive impact in our communities.

About Insight

Today, every business is a technology business. Insight Enterprises, Inc. empowers organizations of all sizes with Insight IntelligentTechnology 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 19countries providing Insight Intelligent Technology Solutions™ for organizations across the globe
• $8.3 billion in revenue in 2020
• Ranked #409on theFortune 500, #15on the CRN Solution Provider 500, 2020 CRN Innovator of the Year Award
• 2020 Intel Innovation Partner of Year, 2020 Microsoft U.S. Partner of the Year and Worldwide Customer Experience Partner of the Year
• Ranked #7 on the 2021 Fortune World's Most Admired Companies (Information Technology Services industry), #70 on the Fortune 100 Best Workplaces for Diversity, #296 on Forbes World's Best Employers (#27 within IT), and #5 on the Phoenix Business Journal 2020 list of Best Places to Work

Today's talent leadstomorrow'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.

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