Patriot is a growth-focused national insurance services firm that partners with employee benefits and Property & Casualty agencies. Backed by Summit Partners.
About the role
In this role, you will partner with Direct Bill Operations leadership, regional accounting teams, agency staff, insurance carriers, and cross-functional stakeholders to resolve conversion-related challenges, support process adoption, and ensure direct bill revenue is accurately posted and reconciled throughout the transition period. This position is expected to conclude upon completion of assigned agency conversion activities.
What they're looking for
- A strong communicator who can explain complex accounting and operational processes in a clear and approachable way
- An organized professional who can manage multiple agency conversions and competing priorities effectively
- A collaborative partner who builds trust quickly with agency staff during periods of operational change
- A proactive problem solver who identifies issues early and works toward practical solutions
- A detail-oriented accountant who values accuracy, accountability, and process integrity
- A coach and trainer who enjoys helping others learn and adopt new systems and workflows
More about this role
Patriot Growth Insurance Services | Remote | Full-Time, Temporary
The Direct Bill Triage Accountant plays a critical role in helping newly onboarded and transitioning agencies successfully adopt Patriot's direct bill processes. This temporary position serves as the primary post-conversion resource for agencies, ensuring a smooth transition from legacy workflows to Patriot's standardized commission posting, reconciliation, and reporting procedures.
In this role, you will partner with Direct Bill Operations leadership, regional accounting teams, agency staff, insurance carriers, and cross-functional stakeholders to resolve conversion-related challenges, support process adoption, and ensure direct bill revenue is accurately posted and reconciled throughout the transition period. This position is expected to conclude upon completion of assigned agency conversion activities.
- Guide agencies through the post-conversion period, helping them understand and adopt Patriot's direct bill processes and procedures.
- Lead recurring meetings and touchpoints with agency staff to review outstanding action items, answer questions, and drive process adoption.
- Identify and resolve...
Read the full posting on Patriot Growth Insurance Services, LLC's site ↗
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