Financial Services Rep Lead

Requisition Number: 103643 

Financial Services Supervisor

Location: The role will be a hybrid position located in Pasig, Philippines.

Insight at a Glance

• 14,000+ engaged teammates globally

• #20 on Fortune’s World's Best Workplaces™ list

• $9.2 billion in revenue

• Received 35+ industry and partner awards in the past year

• $1.4M+ total charitable contributions in 2023 by Insight globally

Position Overview

The Financial Services Supervisor 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.

What you’ll do at Insight 

• Manage a portfolio of large, complex AR accounts, drive collections through calls/emails, resolve invoice issues with internal teams, and maintain accurate documentation.

• Send collection notices, review payment terms with clients, track promised payments, and provide status updates on top delinquent accounts.

• Coordinate with Sales on account challenges, recommend credit holds or service interruptions, and process legal/third‑party collection actions when needed.

• Build strong relationships with client AP and sales teams, meet SLA and portfolio balance targets, and complete tasks within defined timelines.

• Prepare required daily/weekly/monthly reports and support special projects, training initiatives, and other operational needs.

• Mentor a small group of collectors by identifying training needs, creating improvement plans with the manager, and reporting progress.

• 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.

What you’ll need to join Insight 

• Bachelor’s degree preferred.

• Minimum 5 years of collections experience with proven success.

• Excellent verbal and written communication skills.

• Demonstrated ability to lead and mentor a team of collectors, including coaching, developing skills, and managing escalations.

• Strong critical thinking, accountability, professionalism, and ability to navigate difficult conversations with maturity.

• Commitment to building a team culture rooted in trust, collaboration, and shared responsibility.

• Must be amenable to work the night shift schedule.

• Must be open to work first 2 weeks in training onsite and 2-3 days per week in office Hybrid setup.

• Familiarity with AI tools (CoPilot, ChatGPT) is a plus.

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.

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, gender, 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!

Insight does not accept unsolicited resumes from recruiters or employment agencies. Unsolicited resumes will be treated as direct applications from the candidate, and recruiters or agencies who submit candidates for this position without a prior, written vendor agreement will not be eligible for any form of compensation, even if the candidate is hired.