Financial Services Rep Lead

Requisition Number: 103971

Financial Services Rep Lead

Location: This is hybrid opportunity in our Arizona HQ.

Insight at a Glance

• 14,000+ engaged teammates globally
• #20on Fortune’s World'sBest 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

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 organisations through complex digital decisions.

About the role

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,faxor email.
• Confer with clients by telephone inattempttodeterminereason for overdue payment, reviewing terms of sales,serviceor 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.

What we’re looking for

• High school diploma or general education degree (GED); or equivalent combination of education and experience.

• Bachelor’s degree preferred.

• Two to five years of previouscollectionsexperiencerequired; or equivalent combination of education and experience.

• Ability to read, analyze, and interpret general business/ professional journals, technical procedures, or regulations.

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 e 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, sex, 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.

The position described above provides a summary of some the job duties required and what it would be like to work  a comprehensive list of physical demands and work environment for this position, .

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:

Chandler||Arizona (US-AZ)||United States (US)||Legal, Finance, Facilities & Administration|| None||US - Chandler,AZ||