Job Description
Serve as the main contact for inbound inquiries to the Credit and Collections function.
Manage a portfolio of customer accounts, ensuring balances are accurate and current.
Track open receivables and initiate follow-up actions to obtain payment.
Analyze aging reports and strategically prioritize collection efforts.
Research and resolve invoice disputes, unapplied cash, deductions, and short pays.
Communicate with customers through phone calls, emails, and written correspondence to secure payment commitments.
Escalate problem accounts or significant delinquencies to leadership when necessary.
Work cross-functionally with sales, customer service, and credit teams to resolve account issues.
Adhere to established credit policies, collection procedures, and applicable regulations.
Document all collection activity and customer interactions clearly and accurately.
Assist with entering and maintaining new customer and commercial job account information.
Support the review and processing of credit applications, including data validation.
Participate in month-end accounts receivable close and reporting activities.
Help reconcile daily cash receipts and balance deposit documentation.
Apply customer payments, issue refunds, and process account adjustments as needed.
Perform administrative tasks such as bank deposits or post office runs.
Review and release customer orders in accordance with credit approval guidelines.
Contribute to additional departmental projects and responsibilities as assigned.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
High school diploma or equivalent required.
Prior experience in collections, accounts receivable, or a credit-related role.
Working knowledge of A/R workflows, payment application, and aging analysis.
Proficient in Microsoft Office and comfortable working within accounting or ERP systems.
Strong verbal and written communication skills with confident negotiation ability.
Highly detail-oriented with strong organizational skills.
Effective problem-solver with sound judgment and analytical skills.
Capable of handling sensitive or difficult payment discussions professionally.
Self-directed, dependable, and able to manage competing priorities and deadlines.
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.