Financial Services Representative II

Financial Services Representative II 

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 Financial Services.

What you’ll do at Insight 

• Manage an assigned portfolio of client Account Receivables (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 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. 

• Other duties as assigned. 

What you’ll need to join Insight 

• College degree preferred.

• Minimum of two years previous global collections experience is required 

• 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.