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Financial Services Rep II

Pasig, PH




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 of Financial Services.


What will you do at Insight


  • Manage an assigned portfolio of client AR
  • Mail/Email system generated form letters to clients to encourage payment of delinquent accounts
  • 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
  • Provide special billing requirements for strategic clients
  • Ability to successfully meet client Portal billing requirements
  • Contact delinquent accounts by phone, fax, email or client 3rd 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
  • 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
  • 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 goals aligned to departmental standards


What you’ll need to join Insight


  • Open for college grad and undergrad
  • Two years previous collections experience required and/or training; or equivalent combination of education and experience
  • Amenable to work at Night Shift

Job Segment: Accounts Receivable, Night, Financial, Finance, Sales, Operations

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