Direct Bill Triage Accountant

Job not on LinkedIn

🔥 25 minutes ago

🇺🇸 United States – Remote

💵 $70k - $75k / year

⏰ Full Time

🟢 Junior

💲 Accountant / Accounting

👻 Ghost score 0%

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.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Patriot Growth Insurance Services, LLC

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2019

🛡️ Insurance

🤝 B2B

💼 Consulting

💰 $500M Debt Financing on 2023-11

Insurance • B2B • Consulting

Patriot Growth Insurance Services, LLC is a national insurance brokerage and consultancy positioned as a top-25 U. S. insurance agency that combines boutique, high-touch local service with national scale and carrier access. The firm provides comprehensive, customized insurance solutions across Property & Casualty, Employee Benefits, Personal Insurance, Cyber Liability, and alternative risk programs (including captives and excess/umbrella liability). It serves multiple industries such as construction, aviation, marine, habitational/multi-family, non-profits, and affluent personal clients, and offers consulting services including cybersecurity program design, OSHA professional services, and claims support. Patriot emphasizes local teams, deep industry expertise, tailored risk strategies, and proactive client partnerships.

📋 Description

• Guide agencies through the post-conversion period and help them adopt Patriot's direct bill processes and procedures • Lead recurring meetings and touchpoints with agency staff • Review outstanding action items, answer questions, and drive process adoption • Identify and resolve conversion-related gaps, errors, and process breakdowns • 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 banking, statement delivery, and reconciliation processes • Communicate conversion progress, risks, and outstanding issues to leadership • Enhance conversion playbooks, training materials, and implementation processes

🎯 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 • Experience supporting agency conversions, system implementations, or large-scale process transitions • Experience using Ascend, Comulate, or similar commission processing platforms • Training and coaching experience supporting process adoption and operational change • Experience reconciling high-volume direct bill and commission transactions

🏖️ 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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