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Financial Services Rep II

Pasig, PH


Requisition Number: 96041 


Position Overview

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 the client and the Insight finance department. This position will report to the Mgr Financial Services.


What you'll do at Insight

  • Manage an assigned portfolio of client AR
  • Mail/fax system generated form letters to clients to encourage payment of delinquent accounts.
  • Provide special billing for larger Enterprise clients
  • Contact delinquent accounts by phone, fax, or email.
  • Confer with clients by telephone in an attempt to determine the reason for overdue payment, reviewing terms of sales, service, or credit contract.
  • Keep detailed records/status of their ongoing collection efforts
  • Receive payment information from clients and record amounts promised to be paid into the client's account.
  • Notify the 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, process Legal, Third Party Collections, and Bankruptcy paperwork and submit it to their manager. Other duties as assigned


What you'll need to join Insight

  • High school diploma or general education degree (GED), college degree preferred
  • Two years of 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


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 Insight


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 


  • Founded in 1988 in Tempe, Arizona
  • 11,000+ teammates in 19 countries providing Insight Intelligent Technology Solutions™ for organizations across the globe
  • $8.3 billion in revenue in 2020
  • Ranked #409 on the Fortune 500, #15 on 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
  • Signatory of the United Nations (UN) Global Compact and Affiliate Member of the Responsible Business Alliance


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


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: 10F-11F Robinsons Cyber Omega, Pearl Drive, Ortigas Center, Pasig City, Metro Manila, Philippines 1605. 

Job Segment: Supply Chain, Accounts Receivable, Developer, Financial, Operations, Finance, Sales, Technology

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