Financial Services Rep II

Insight Enterprises; Pasig; Hybrid; PHP 400,000 - 560,000; Full time

Benefits offered by this job

HMO on Day 1 with 2 dependents

Hybrid work arrangement

Global company benefits

Job summary

Insight Manila is seeking a Financial Services Representative I to manage a portfolio of client accounts and drive resolution of accounts receivable delinquencies. You will be the primary point of contact between clients and the Insight finance team, handling calls, emails, and documentation with attention to accuracy and SLAs.

The role offers a hybrid work arrangement: work onsite for the first 2–3 months, then transition to 1 day in the office and 4 days working from home, with an emphasis on

Qualifications

• Ability to read, analyze, and interpret general business/professional journals, technical procedures, or regulations.
• Ability to write basic reports and business correspondence.
• Must present information clearly to clients and teammates.

Responsibilities

• Manage an assigned portfolio of client AR accounts.
• Send letters to encourage payment of delinquent accounts.
• Contact delinquent accounts by phone, fax, or email to collect payments.
• Provide status reports and update the Collections Management system.
• Coordinate with Sales and other teams to resolve payment issues.

Skills

Communication

Interpersonal skills

Report writing

Education

High school diploma or GED

College degree preferred

Job description

Requisition Number: 106031Financial Services Representative IILocation: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,4 days a week from home.Insight at a Glance14,000+ engaged teammates globally$8.2 billion in revenue in 2025Certified as a Great Place to work in 9 Countries in 2025Fortune 500 Company (No. 447) in 2025Received 25+ industry and partner awards in the past year$1.4M+ total charitable contributions in 2024 by Insight globallyNow 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 roleThe 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 ARMail/fax system generated form letters to clients to encourage payment of delinquent accountsProvide special billing for larger Enterprise clientsContact delinquent accounts by phone, fax, or emailConfer with clients by telephone in attempt to determine reason for overdue payment, reviewing terms of sales, service, or credit contractKeep detailed record/status of their ongoing collection effortsReceive payment information from clients and record amounts promised to be paid into client's accountNotify Sales Rep if they experience any difficulties in contacting the client or securing payment on the past due amountsProvide Accounts Receivable with check/wire/ACH application informationUpdate Collections Management with status reports on top delinquent accountsAfter consultation with their manager, order service interruption/credit hold on future ordersSort and file correspondenceAfter consultation with their manager, processes Legal, Third-Party Collections and Bankruptcy paperwork and submit to their managerOther duties as assignedBe 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 forHigh school diploma or general education degree (GED), college degree preferredTwo years previous collections experience required and/or training; or equivalent combination of education and experienceAbility to read, analyze, and interpret general business/professional journals, technical procedures, or regulationsAbility to write basic reports and business correspondenceMust possess the ability to effectively present information and communicate, both orally and in written form, with clients and fellow Insight teammatesMust possess basic knowledge of Collection laws and proceduresAbility 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 skillsMust be able to complete assigned tasks in a specified time frameMust be able to effectively communicate with clients and fellow Insight teammatesMust meet SLA's (Service Level Agreements) with sales and clientsMust maintain their portfolio balances at or below predetermined departmental standardsWhat you can expectWe’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.Join us today, your ambITious journey starts here.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.When you apply, please tell us the pronouns you use and any reasonable adjustments you may need during the interview process.At Insight, we celebrate diversity of skills and experience so even if you don’t feel like your skills are a perfect match - we still want to hear from you!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.About InsightToday, 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.comFounded in 1988 in Tempe, Arizona11,000+ teammates in 19 countries providing Insight Intelligent Technology Solutions for organizations across the globe$8.3 billion in revenue in 2020Ranked #409 on the Fortune 500, #15 on the CRN Solution Provider 500, 2020 CRN Innovator of the Year Award2020 Intel Innovation Partner of Year, 2020 Microsoft U.S. Partner of the Year and Worldwide Customer Experience Partner of the YearRanked #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 WorkToday's talent leads tomorrow's success. Learn about careers at Insight: jobs.insight.comInsight 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: 10F-11F Robinsons Cyber Omega, Pearl Drive, Ortigas Center, Pasig City, Metro Manila, Philippines 1605.