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Financial Services Rep I

Tempe, AZ, US

Requisition Number: 75195 

As a Financial Services Representative, you’ll be responsible for the effective resolution of client AR within an assigned portfolio of accounts and will act as primary point of contact between client and Insight finance department. 


What you’ll do at Insight:


* Manage an assigned portfolio of client AR.  Contact delinquent accounts in attempt to determine reason for overdue payment, reviewing terms of sales, service or credit contract.

* Provide special billing for larger Enterprise clients.

* 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 the assigned Insight Account Executive if you’re experiencing 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, processes Legal, Third Party Collections and Bankruptcy paperwork and submit to their manager.


What you’ll need to join Insight: 


* High school diploma or general education degree (GED).   Some college education preferred.

* Six months 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. 

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.

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 6,800 employees help clients innovate and optimize their operations to run smarter. Discover more at


  • Founded in 1988 in Tempe, Arizona
  • 7,400+ teammates in 19 countries providing Intelligent Technology Solutions for organizations across the globe
  • $7.1 billion in revenue in 2018
  • Ranked #417 on the 2018 Fortune 500, #12 on the 2018 CRN Solution Provider 500
  • 2018 Dell EMC Server Partner of the Year, 2018 Intel Retail Solution Partner of the Year, 2018 Microsoft Worldwide Artificial Intelligence Partner of the Year
  • Ranked #23 on the 2019 Fortune 50 Best Workplaces in Technology and #5 on the Phoenix Business Journal 2018 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



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.



Posting Notes: Tempe || Arizona (US-AZ) || United States (US) || None || None || US - Tempe, AZ ||

Nearest Major Market: Phoenix

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

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