Financial Services Rep Lead
About The Position
As a Financial Services Rep Lead, you be responsible for the effective resolution of client AR within an assigned portfolio of accounts. We will count on you to serve as the primary point of contact between client and Insight finance department. Along the way, you will get to: Participate in management meetings and provide support, as directed, to team and management staff Manage an assigned portfolio of client AR Mail/fax system generated form letters to clients to encourage payment of delinquent accounts. 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. Work with other departments at Insight to resolve issues that may be preventing payment of the invoice(s) by the client. Be AmbITious: This opportunity is not just about what you do today but also about where you can go tomorrow. When you bring your hunger, heart, and harmony to Insight, your potential will be met with continuous opportunities to upskill, earn promotions, and elevate your career.
Requirements
- High school diploma or general education degree (GED); or equivalent combination of education and experience.
- Two to five years of previous collections experience required; or equivalent combination of education and experience.
- Ability to read, analyze, and interpret general business/ professional journals, technical procedures, or regulations.
Nice To Haves
- Bachelor’s degree preferred.
Responsibilities
- Participate in management meetings and provide support, as directed, to team and management staff
- Manage an assigned portfolio of client AR
- Mail/fax system generated form letters to clients to encourage payment of delinquent accounts.
- 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.
- Work with other departments at Insight to resolve issues that may be preventing payment of the invoice(s) by the client.
Benefits
- Freedom to work from another location—even an international destination—for up to 30 consecutive calendar days per year.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
