Note: The job is a remote job and is open to candidates in USA. Patriot Growth Insurance Services is a national insurance services firm focused on growth and operational excellence. They are seeking a detail-oriented Regional Accounts Receivable Accountant to manage carrier payment activities, ensuring accurate recording and reconciliation while maintaining compliance with accounting standards.
Responsibilities
• Accurately record and process incoming cash receipts from insurance carriers
• Apply carrier payments to the appropriate policies, invoices, and accounts within the agency management system
• Ensure all cash receipts are properly classified, documented, and maintained for audit and reporting purposes
• Investigate and resolve discrepancies related to carrier payment applications and account balances
• Reconcile daily, weekly, and monthly cash receipts against bank statements, carrier remittance reports, and internal financial records
• Identify and resolve variances between agency records and carrier payments in a timely and accurate manner
• Generate cash receipt, reconciliation, and cash flow reports to support financial reporting and operational decision-making
• Assist with month-end and year-end close activities by ensuring all cash transactions are accurately recorded and reconciled
• Partner with insurance carriers to obtain remittance details and ensure proper payment allocation
• Prepare and distribute reports related to outstanding payments, unapplied cash, and reconciliation activity
• Maintain accurate financial records and supporting documentation in accordance with company policies and accounting standards
• Support internal and external audit requests by providing documentation and responding to inquiries related to carrier payment activity
• Monitor compliance with internal controls, accounting procedures, and industry regulations
• Identify opportunities to improve cash application, reconciliation, and reporting processes to enhance efficiency and reduce errors
• Collaborate with agency accounting teams and internal stakeholders to resolve payment issues and support operational objectives
Skills
• Bachelor's degree in Accounting, Finance, or a related field required
• Strong analytical, problem-solving, and reconciliation skills with exceptional attention to detail
• Ability to work effectively with high volumes of financial data while maintaining accuracy and meeting deadlines
• Proficiency with Microsoft Office Suite, particularly Excel
• Strong organizational and time management skills with the ability to manage multiple priorities
• Excellent written and verbal communication skills with the ability to collaborate across departments and with external partners
• Commitment to maintaining confidentiality and handling sensitive financial information with professionalism and integrity
• Ability to work independently while contributing to a collaborative, team-oriented environment
• 1-3 years of accounting, accounts receivable, cash application, or related financial experience preferred
• Experience working within a Property & Casualty insurance brokerage environment preferred
• Experience with agency management systems such as Applied Epic or HawkSoft preferred
• Experience with Microsoft Dynamics Business Central preferred
Benefits
• 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
Company Overview
• Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions. It was founded in 2016, and is headquartered in Washington, Pennsylvania, USA, with a workforce of 1001-5000 employees. Its website is https://patriotgis.com/.
Apply To This Job