<div style="font-family: 'Segoe UI'; font-size: 14px; font-style: normal; font-weight: 400; line-height: 20px;"> <h1>Direct Bill Triage Accountant</h1> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"><strong>Patriot Growth Insurance Services</strong> | <strong>Remote</strong> | <strong>Full-Time, Temporary</strong></div> <h2>Why This Role Matters</h2> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">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.</div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"> </div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">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.</div> <h2>How You'll Make an Impact</h2> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Guide agencies through the post-conversion period, helping them understand and adopt Patriot's direct bill processes and procedures.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Lead recurring meetings and touchpoints with agency staff to review outstanding action items, answer questions, and drive process adoption.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Identify and resolve conversion-related gaps, errors, and process breakdowns in partnership with Direct Bill leadership.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Monitor and reconcile direct bill transactions for newly converted agencies to ensure commissions are accurately posted to client accounts and the general ledger.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Deliver training and job aids on commission processing software, agency management systems, and Patriot's direct bill procedures.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Collaborate with carrier relations and Operational Design Authority teams to ensure carrier banking, statement delivery, and reconciliation processes function effectively post-conversion.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Communicate conversion progress, risks, and outstanding issues to leadership on a regular basis.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Support continuous improvement efforts by enhancing conversion playbooks, training materials, and implementation processes.</li> </ul> <h2>Who You Are</h2> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">A strong communicator who can explain complex accounting and operational processes in a clear and approachable way.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">An organized professional who can manage multiple agency conversions and competing priorities effectively.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">A collaborative partner who builds trust quickly with agency staff during periods of operational change.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">A proactive problem solver who identifies issues early and works toward practical solutions.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">A detail-oriented accountant who values accuracy, accountability, and process integrity.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">A coach and trainer who enjoys helping others learn and adopt new systems and workflows.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">A flexible team player who thrives in fast-paced and evolving environments.</li> </ul> <h2>What You Bring</h2> <h3>Day One:</h3> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Bachelor's degree in Accounting, Finance, or a related field.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Strong knowledge of the insurance brokerage industry, billing processes, and applicable industry regulations.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Experience with insurance agency management systems, preferably EPIC and BenefitPoint.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Advanced Microsoft Excel skills, including filtering, formulas, pivot tables, and large-volume data analysis.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Excellent analytical, organizational, and problem-solving abilities.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Strong written and verbal communication skills.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Ability to maintain confidentiality and handle sensitive employee, client, and company information appropriately.</li> </ul> <h3>Valuable Additions:</h3> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">1 to 3 years of accounting experience within a property and casualty insurance brokerage envi