Direct Bill Triage Accountant

Job not on LinkedIn

🕒 October 29

🇺🇸 United States – Remote

💵 $70k - $75k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💲 Accountant / Accounting

👻 Ghost score 10%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

• Open for 15 days.
• Jobs at this company usually fill in 22 days.
• Reposted once.

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Patriot Growth Insurance Services, LLC

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2019

🛡️ Insurance

💸 Finance

🤝 B2B

💰 Debt Financing on 2022-08

Insurance • Finance • B2B

Patriot Growth Insurance Services, LLC is a leading provider of risk management and insurance solutions that focuses on promoting business growth and safeguarding personal goals. With a commitment to delivering unparalleled service, they empower local brokers to offer comprehensive insurance options tailored to meet the diverse needs of businesses and individuals. By leveraging an expansive network of national carrier partners, they specialize in property & casualty and employee benefits, ensuring their clients receive the protection and support necessary to confidently pursue their goals.

📋 Description

• Guide agencies through the post-conversion period and support adoption of Patriot's direct bill processes • Lead recurring meetings and touchpoints with agency staff to review action items, answer questions, and drive process adoption • Identify and resolve conversion-related gaps, errors, and process breakdowns with Direct Bill leadership • Monitor and reconcile direct bill transactions for newly converted agencies • Ensure commissions are accurately posted to client accounts and the general ledger • Deliver training and job aids on commission processing software, agency management systems, and direct bill procedures • Collaborate with carrier relations and Operational Design Authority teams on carrier banking, statement delivery, and reconciliation processes • Communicate conversion progress, risks, and outstanding issues to leadership • Enhance conversion playbooks, training materials, and implementation processes • Serve as a post-conversion resource until assigned agency conversion activities are complete

🎯 Requirements

• Bachelor's degree in Accounting, Finance, or a related field • Strong knowledge of the insurance brokerage industry, billing processes, and applicable industry regulations • Experience with insurance agency management systems, preferably EPIC and BenefitPoint • Advanced Microsoft Excel skills, including filtering, formulas, pivot tables, and large-volume data analysis • Excellent analytical, organizational, and problem-solving abilities • Strong written and verbal communication skills • Ability to maintain confidentiality and handle sensitive employee, client, and company information appropriately • 1 to 3 years of accounting experience within a property and casualty insurance brokerage environment (valuable addition) • Experience supporting agency conversions, system implementations, or large-scale process transitions (valuable addition) • Experience using Ascend, Comulate, or similar commission processing platforms (valuable addition) • Training and coaching experience supporting process adoption and operational change (valuable addition) • Experience reconciling high-volume direct bill and commission transactions (valuable addition)

🏖️ Benefits

• Multiple medical plan options, with preventive care covered at 100% • Free virtual medical and mental healthcare for employees and their families • Dedicated healthcare concierge • Employer-paid short-term and long-term disability coverage • Paid parental leave • Personalized PTO without traditional accruals • Separate sick leave • Competitive 401(k) company match • Comprehensive dental and vision coverage • Employee Assistance Program with confidential mental health, legal, financial, and work-life support • Company paid holidays • Comprehensive health and welfare program extending to family and domestic partners

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