Regional Accounts Receivable Accountant

🔥 0 minutes ago

🔔 Pennsylvania, Washington – Remote

🔔 Pennsylvania – Remote ☕ Washington – Remote

💵 $60k - $70k / year

⏰ Full Time

🟢 Junior

💲 Accountant / Accounting

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Patriot Growth Insurance Services, LLC

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2019

💸 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

• Accurately record and process incoming cash receipts from insurance carriers. • Apply carrier payments to the appropriate policies, invoices, and accounts within the agency management system. • Ensure all cash receipts are properly classified, documented, and maintained for audit and reporting purposes. • Investigate and resolve discrepancies related to carrier payment applications and account balances. • Reconcile daily, weekly, and monthly cash receipts against bank statements, carrier remittance reports, and internal financial records. • Identify and resolve variances between agency records and carrier payments in a timely and accurate manner. • Generate cash receipt, reconciliation, and cash flow reports to support financial reporting and operational decision-making. • Assist with month-end and year-end close activities by ensuring all cash transactions are accurately recorded and reconciled. • Partner with insurance carriers to obtain remittance details and ensure proper payment allocation. • Prepare and distribute reports related to outstanding payments, unapplied cash, and reconciliation activity. • Maintain accurate financial records and supporting documentation in accordance with company policies and accounting standards. • Support internal and external audit requests by providing documentation and responding to inquiries related to carrier payment activity. • Monitor compliance with internal controls, accounting procedures, and industry regulations. • Identify opportunities to improve cash application, reconciliation, and reporting processes to enhance efficiency and reduce errors. • Collaborate with agency accounting teams and internal stakeholders to resolve payment issues and support operational objectives.

🎯 Requirements

• Bachelors degree in Accounting, Finance, or a related field required. • 1-3 years of accounting, accounts receivable, cash application, or related financial experience preferred. • Experience working within a Property & Casualty insurance brokerage environment preferred. • Strong analytical, problem-solving, and reconciliation skills with exceptional attention to detail. • Ability to work effectively with high volumes of financial data while maintaining accuracy and meeting deadlines. • Experience with agency management systems such as Applied Epic or HawkSoft preferred. • Experience with Microsoft Dynamics Business Central preferred. • Proficiency with Microsoft Office Suite, particularly Excel. • Strong organizational and time management skills with the ability to manage multiple priorities. • Excellent written and verbal communication skills with the ability to collaborate across departments and with external partners. • Commitment to maintaining confidentiality and handling sensitive financial information with professionalism and integrity. • Ability to work independently while contributing to a collaborative, team-oriented environment.

🏖️ Benefits

• Medical, Dental, and Vision Benefits • Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs • Company paid Short-Term Disability, Long-Term Disability and Group Term Life • Company paid Employee Assistance Program • Paid Parental Leave • Paid holidays • Personalized PTO • 401(k) with employer match