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Financial Services Rep Supervisor

Pasig, PH

Financial Services Representative Supervisor (Portal Billing)

Pasig – Philippines

Position Overview

The Financial Services Supervisor (Portal Billing) is responsible for the effective billing resolution and invoice upload of client AR within an assigned portfolio of accounts and invoices. Incumbents will serve as the primary point of contact between client and Insight finance department.  This position will report to the Mgr Financial Services. 


What you’ll do at Insight

  • Participate in management meetings and provide support, as directed, to team and management staff
  • Overseeing Financial Services Admin teammates end to end process: Portal Billing, Customer Service, Admin Task, and Credit Re-Bill.
  • Call/Email internal client to get resolutions on issues on the invoices to ensure timely manner on billing of invoices.
  • Perform administrative task by leading the team, Checking the attendance, conducting team or individual coaching, Career Path, crafting strategies and critical decisions making etc.
  • Delegate tasks relating to key issues and considerations for day-to-day Disputes and Admin Operations.
  • Conduct target selection interview to fill up Job vacancy together with the Hiring Manager.
  • Ensure Team performance is on par or exceeds the company policy and their training and development.
  • Keep detailed record/status of their ongoing Portal upload efforts.
  • Monitor Team Mailbox and review the assigned CRRB Request.
  • Notify FSR/ Managers if FSA experience any difficulties in uploading invoices to portal to make some adjustments or recommendation on how to proceed.
  • Update Collections Management with status reports on Backlog uploads and Total invoices upload per month.
  • After consultation with their manager, processes escalation paperwork and submit to their manager.
  • Ability to develop rapport and drive customer service within the Insight internal clients. 
  • This Role portfolio is primarily made-up larger clients with special handling of iportal uploading. These accounts require a more experienced Supervisor 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. 
  • The Supervisor will work in tandem with the manager to identify special training needs of these Admi, map out an improvement plan and be able to report on any progress.
  • Supervisor will assist in training of new hires as needed. 
  • Preparation of daily, weekly and monthly reports for Management.
  • Assist and/or own the development and delivery of special projects and training.
  • Other duties as assigned.

What you’ll need to join Insight


  • Bachelor’s degree preferred.
  • Undergrad is okay as long as the candidate has the required skill set and years of experience needed for the role.  
  • Two to five years previous Collection, Admin, Billing and Disputes experience required; or equivalent combination of education and experience.
  • Preferably experience supporting or working in Billing Portal and Client Credit-Rebill Disputes Resolutions.


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 21 countries providing Insight Intelligent Technology
  • Solutions™ for organizations across the globe
  • $9.2 billion in revenue in 2018*
  • Ranked #430 on the 2019 Fortune 500, #14 on the 2019 CRN Solution Provider
  • 500
  • 2019 Adobe Americas Partner of the Year, 2019 Cisco Global-Americas Partner of
  • the Year, 2019 Intel IoT Solutions Partner of the Year, Microsoft U.S. Azure Partner
  • Choice Award for Data/AI, Microsoft Azure Expert Managed Services Provider
  • Ranked #23 on the 2019 Fortune 50 Best Workplaces in Technology, #70 on the
  • 2019 Fortune 100 Best Workplaces for Diversity, and #7 on the Phoenix Business
  • Journal 2019 list of Best Places to Work (Extra Large Business)
  • Signatory of the United Nations (UN) Global Compact and Affiliate Member of the
  • Responsible Business Alliance Proforma to include PCM, Inc. for fiscal year ended Dec. 31, 2018
  • 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.
  • Today's talent leads tomorrow's success. Learn about careers at Insight:


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