Direct Bill Triage Accountant

Direct Bill Triage Accountant Patriot Growth Insurance Services | Remote | Full-Time, Temporary Why This Role Matters 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. How You'll Make an Impact 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 conversion-related gaps, errors, and process breakdowns in partnership with Direct Bill leadership. Monitor and reconcile direct bill transactions for newly converted agencies to ensure commissions are accurately posted to client accounts and the general ledger. Deliver training and job aids on commission processing software, agency management systems, and Patriot's direct bill procedures. Collaborate with carrier relations and Operational Design Authority teams to ensure carrier banking, statement delivery, and reconciliation processes function effectively post-conversion. Communicate conversion progress, risks, and outstanding issues to leadership on a regular basis. Support continuous improvement efforts by enhancing conversion playbooks, training materials, and implementation processes. Who You Are 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. A flexible team player who thrives in fast-paced and evolving environments. What You Bring Day One: Bachelor's degree in Accounting, Finance, or a related field. Strong knowledge of the insurance brokerage industry, billing processes, and applicable industry regulations. Experience with insurance agency management systems, preferably EPIC and BenefitPoint. Advanced Microsoft Excel skills, including filtering, formulas, pivot tables, and large-volume data analysis. Excellent analytical, organizational, and problem-solving abilities. Strong written and verbal communication skills. Ability to maintain confidentiality and handle sensitive employee, client, and company information appropriately. Valuable Additions: 1 to 3 years of accounting experience within a property and casualty insurance brokerage environment. Experience supporting agency conversions, system implementations, or large-scale process transitions. Experience using Ascend, Comulate, or similar commission processing platforms. Training and coaching experience supporting process adoption and operational change. Experience reconciling high-volume direct bill and commission transactions. Real Benefits for Real Life At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits. Highlights Include: Multiple medical plan options, with preventive care covered at 100% Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions Employer-paid short-term and long-term disability coverage Paid parental leave Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave Competitive 401(k) company match to help you build your financial future Comprehensive dental and vision coverage Employee Assistance Program with confidential mental health, legal, financial, and work-life support About Patriot Growth Insurance Services At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do. Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. We're currently ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business. That growth has never been about numbers alone, it's about the people behind them. 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. Pay Range: Posted below* *Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering 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. Roles may also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Specific eligibility will be discussed with Talent Acquisition team. Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays. Pay Range $70,000 — $75,000 USD