Direct Bill Triage Accountant
Patriot Growth Insurance Services
WorldwideFully remoteTemporaryMid LevelFinance & Banking
USD 70,000–75,000 a yearPosted 2 hours ago2h agoApply link checked 1 hour ago
Why we think you can apply
- Hiring model
- Open worldwide · the employer states no country restriction
- Work from
- Anywhere, the UAE included
Posted 2 hours ago · apply link checked 1 hour ago
About the role
Responsibilities
- Guide agencies through the post-conversion period on direct bill processes
- Lead recurring meetings with agency staff to review action items and drive adoption
- Identify and resolve conversion-related gaps and process breakdowns
- Monitor and reconcile direct bill transactions for newly converted agencies
- Deliver training and job aids on commission software and direct bill procedures
- Collaborate with carrier relations and Operational Design Authority teams
- Communicate conversion progress and risks to leadership regularly
- Enhance conversion playbooks, training materials and implementation processes
Requirements
- Bachelor's degree in Accounting, Finance or related field
- Knowledge of insurance brokerage industry, billing and regulations
- Experience with EPIC or BenefitPoint agency management systems
- Advanced Microsoft Excel skills including pivot tables
- Strong analytical, communication and problem-solving abilities
- Ability to handle sensitive information confidentially
Preferred Qualifications
- 1 to 3 years of accounting experience in P&C insurance brokerage
- Experience supporting agency conversions or system implementations
- Experience with Ascend, Comulate or similar commission platforms
- Training and coaching experience
- Experience reconciling high-volume direct bill transactions
Benefits
- Medical plan options with preventive care at 100%
- Free virtual medical and mental healthcare
- Employer-paid short-term and long-term disability
- Paid parental leave
- Personalized PTO and separate sick leave
- 401(k) company match
- Dental and vision coverage
- Employee Assistance Program
About the Company
Patriot Growth Insurance Services is a national insurance services firm founded in 2019 that partners with benefits and P&C agencies across the United States. It has over 2,100 employees in 150+ locations.
What we look for
- Bachelor's degree in Accounting, Finance or related field
- Knowledge of insurance brokerage industry, billing and regulations
- Experience with EPIC or BenefitPoint agency management systems
- Advanced Microsoft Excel skills including pivot tables
- Strong analytical, communication and problem-solving abilities
- Ability to handle sensitive information confidentially
- 1 to 3 years of accounting experience in P&C insurance brokerage
- Experience supporting agency conversions or system implementations
- Experience with Ascend, Comulate or similar commission platforms
- Training and coaching experience
- Experience reconciling high-volume direct bill transactions
AccountingTrainingMicrosoft ExcelInsuranceReportingreconciliationEpicBenefitPoint
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Patriot Growth Insurance Services
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