Direct Bill Triage Accountant

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist agencies during the post-conversion phase and facilitate their adoption of Patriot's direct billing processes and procedures.

• Conduct regular meetings and check-ins with agency personnel.

• Evaluate pending action items, address inquiries, and promote the adoption of processes.

• Identify and address gaps, errors, and process disruptions related to conversion.

• Oversee and balance direct billing transactions for newly transitioned agencies.

• Ensure the accurate posting of commissions to client accounts and the general ledger.

• Provide training and resources on commission processing software, agency management systems, and direct billing practices.

• Collaborate with carrier relations and Operational Design Authority teams regarding banking, statement delivery, and reconciliation processes.

• Relay updates on conversion progress, risks, and unresolved issues to leadership.

• Enhance conversion playbooks, training resources, and implementation strategies.

⛳️ Requirements

• Bachelor’s degree in Accounting, Finance, or a related discipline.

• In-depth knowledge of the insurance brokerage sector, billing procedures, and relevant industry regulations.

• Experience with insurance agency management systems, ideally EPIC and BenefitPoint.

• Proficient in Microsoft Excel, including filtering, formulas, pivot tables, and large-scale data analysis.

• Exceptional analytical, organizational, and problem-solving skills.

• Strong written and verbal communication capabilities.

• Ability to maintain confidentiality and manage sensitive information related to employees, clients, and the organization appropriately.

• 1 to 3 years of accounting experience in a property and casualty insurance brokerage setting.

• Experience in supporting agency conversions, system implementations, or large-scale process shifts.

• Familiarity with Ascend, Comulate, or similar commission processing platforms.

• Experience in training and coaching to facilitate process adoption and operational change.

• Background in reconciling high-volume direct bill and commission transactions.

🏝️ Benefits

• Multiple medical plan options, with preventive care fully covered.

• Free virtual medical and mental health services for employees and their families.

• Dedicated healthcare concierge service.

• Employer-funded short-term and long-term disability insurance.

• Paid parental leave.

• Personalized paid time off (PTO) without traditional accrual systems.

• Separate sick leave policy.

• Competitive company matching for 401(k) contributions.

• Comprehensive dental and vision plans.

• Employee Assistance Program offering confidential support for mental health, legal, financial, and work-life issues.

• Company-sponsored holidays.

• Extensive health and welfare program available for family members and domestic partners.