Direct Bill Triage Accountant

3 hours, 5 minutes ago
Contract
Junior
Operations
Patriot Growth Insurance Services

Patriot Growth Insurance Services

Patriot Growth Insurance Services is a leading national insurance services group that collaborates with property and casualty as well as employee benefits sectors to enhance client growth and provide comprehensive risk management and insurance solutions.

Insurance
1K-5K
Founded 2019

Description

  • Guide agencies through post-conversion direct bill processes and procedures.
  • Lead recurring meetings to review action items, answer questions, and support process adoption.
  • Identify and resolve conversion-related gaps, errors, and process breakdowns.
  • Monitor and reconcile direct bill transactions, commissions, client accounts, and general ledger postings.
  • Deliver training and job aids for commission software, agency management systems, and direct bill procedures.
  • Collaborate with carrier relations and Operational Design Authority teams on banking, statement delivery, and reconciliation processes.
  • Report conversion progress, risks, and outstanding issues to leadership.
  • Improve conversion playbooks, training materials, and implementation processes.

Requirements

  • Bachelor’s degree in Accounting, Finance, or a related field.
  • Strong knowledge of insurance brokerage, billing processes, and applicable regulations.
  • Experience with insurance agency management systems; EPIC and BenefitPoint preferred.
  • Advanced Microsoft Excel skills, including filtering, formulas, pivot tables, and large-volume data analysis.
  • Strong analytical, organizational, problem-solving, written, and verbal communication skills.
  • Ability to maintain confidentiality when handling sensitive information.
  • 1–3 years of accounting experience in a property and casualty insurance brokerage environment preferred.
  • Experience with agency conversions, system implementations, or large-scale process transitions preferred.
  • Experience with Ascend, Comulate, or similar commission processing platforms preferred.
  • Experience reconciling high-volume direct bill and commission transactions, plus training or coaching experience, preferred.

Benefits

  • $70,000–$75,000 USD salary range.
  • Multiple medical plan options with preventive care covered at 100%.
  • Free virtual medical and mental healthcare for employees and families, plus a healthcare concierge.
  • Employer-paid short- and long-term disability coverage.
  • Paid parental leave and personalized PTO with separate sick leave.
  • 401(k) with company match.
  • Dental and vision coverage.
  • Employee Assistance Program with confidential mental health, legal, financial, and work-life support.

Interested in this position?

Apply directly on the company website

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