Regional Direct Bill Accountant

About Patriot Growth Insurance Services

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. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 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

We are seeking a detail-oriented Regional Direct Bill Accountant to support the accurate recording, reconciliation, and reporting of direct bill commission revenue across assigned agencies. This role plays a critical part in ensuring financial accuracy and operational efficiency by partnering with agency teams, carriers, and internal stakeholders. The ideal candidate is highly analytical, organized, and able to manage high-volume financial data in a fast-paced environment.

Work Arrangement

This is a full-time, fully remote position.

Professional Responsibilities

• Retrieve and manage commission statements from insurance carriers via portals, email, and mail, coordinating with internal teams to resolve missing or delayed statements. • Ensure timely and accurate posting of direct bill commissions using internal systems or outsourced partners. • Post and reconcile commission downloads, import files, and direct bill statements to client accounts and the general ledger. • Record commission receipts from checks and electronic deposits, ensuring accurate matching to corresponding statements. • Perform monthly reconciliations between the general ledger and posted commission activity to ensure completeness and accuracy. • Monitor daily bank activity to confirm all direct bill commissions are recorded and discrepancies are addressed promptly. • Collaborate with client service teams to investigate and resolve reconciliation issues and posting exceptions. • Escalate complex or unresolved discrepancies to leadership, providing clear documentation and analysis.

Qualifications and Requirements

• 1-3 years of experience in accounting or finance, preferably within an insurance brokerage environment. • Bachelor’s degree in Accounting, Finance, or a related field. • Strong understanding of GAAP and financial reporting principles. • Experience reconciling financial data, including general ledger accounts and commission activity. • Proficiency in Microsoft Excel, including working with large data sets and pivot tables. • Experience with accounting and agency management systems (e.g., EPIC, Business Central, BenefitPoint) preferred. • Strong analytical, organizational, and problem-solving skills with high attention to detail. • Ability to manage multiple priorities and meet deadlines in a fast-paced environment. • Excellent communication skills, with the ability to explain financial information to non-financial stakeholders. • Commitment to maintaining confidentiality and adhering to ethical standards.

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) with employer match

Pay Range

$55,000 - $65,000 per year depending on 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.