Property & Casualty Direct Bill Staff Accountant (Remote)

About Patriot Growth Insurance Services: Founded in 2019, Patriot Growth Insurance Services (Patriot) is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2024 Inc. 5000 list of fastest-growing companies. With more than 2,100 employees operating in over 165 locations across 48 states, Patriot’s collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Position Overview: Our company continues to grow. As a result, we seek an experienced insurance accounting professional who has working knowledge of the Applied EPIC applications software, to join our team as a P & C Direct Bill Staff Accountant in the Property and Casualty (P&C) business operations. In this position you will be responsible for handling all facets of the accounting functions that support multiple P&C insurance agencies. You will need to be organized, detail-oriented, have past success in a fast-paced, ever-changing environment, and be comfortable learning new skills and shifting to a new way of thinking and doing where expected.

Work Location: This position is a full time, fully remote position. There is a preference for candidates who reside in the Northeastern U.S. region.

Primary Responsibilities: • Complete Direct Bill and Agency Bill reconciliations, and post Direct Bill statements to client accounts • Review and process Producer commission statements and outside broker commission statements • Handle Direct Bill Download from carrier websites • Monthly reconciliation of bank account activity to ensure all direct bill commissions received have been posted to the general ledger • Manage electronic deposits for operating and escrow accounts • Handle all facets of multiple property and casualty agency accounting functions on a monthly, quarterly and annual basis • Monitor and review accounts receivable, notifying Account Managers of past due balances • Refund clients for return premiums and overpayments • Record and confirm journal entries provided from Agency Growth Team (AGT) team • Pay all operating expenses as well as all carrier, broker, and vendor invoices • Generate Monthly Balance Sheet and Income Statement • Execute End of Day, End of Month and End of Year Balance Sheet and Income Statement • Analyze and comment on monthly revenue and expense fluctuations as directed by supervisor • Various other ad hoc responsibilities as required

Qualifications and Requirements: • Bachelor of Science degree in accounting, finance, or business-related field • 1-3 years of relevant accounting experience in a P&C insurance brokerage environment is preferred • Working knowledge of Applied EPIC insurance agency management system is preferred • Prior experience with Business Central is preferred • Proficiency in usage of Microsoft Office Suite tools • Excellent interpersonal and communication skills (both written and oral) • Strong organizational and analytical skills • Ability to travel to various partner agencies locations as needed (minimal) • Authorized to work in the U.S. without sponsorship now or in future

Why Patriot Growth Insurance Services: We offer the opportunity to be a part of one of the fastest-growing insurance companies since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team. In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:
• 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)

Salary Range: $50,000 - $60,000 depending on the candidate’s experience
• A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.

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