Financial Services Representative II

Insight Enterprises, Inc.; Pasig; On-site; PHP 240,000 - 360,000; Full time

Job summary

Insight Enterprises, Inc. is seeking a Financial Services Rep II to manage a portfolio of client AR and act as the main contact between the client and Insight finance. The role involves contacting delinquent accounts by phone, email, and mail, and recording payment promises.

The candidate will maintain detailed status records, coordinate with sales teams, and, with manager approval, implement holds or interruptions on future orders, ensuring adherence to SLA targets and departmental standards.

Qualifications

• Minimum of two years previous global collections experience is required.
• 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.

Responsibilities

• Manage an assigned portfolio of client Accounts Receivable (AR).
• Mail/fax system generated letters to encourage payment of delinquent accounts.
• Contact delinquent accounts by phone, fax or email.
• Confer with clients to determine reason for overdue payment and review terms.
• Keep detailed records of ongoing collection efforts.
• Record amounts promised to be paid into client accounts.
• Provide AR with payment information (check/wire/ACH).
• Update Collections Management with status reports on top delinquent accounts.
• Order service interruption/credit hold on future orders after manager approval.
• Sort and file correspondence.
• Process Legal, Third Party Collections and Bankruptcy paperwork as directed.

Skills

Collections experience

Communication skills

Interpersonal skills

Analytical ability

Attention to detail

Job description

Pasig, PH

Requisition Number: 106226

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 Financial Services.

What you’ll do at Insight

• Manage an assigned portfolio of client Account Receivables (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.

What you’ll need to join Insight

Minimum of two years previous global collections experience is required

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.

Job Segment:

Accounts Receivable, Financial, Finance