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US Unlimited PTO

  • Lead, mentor, and develop a team of Direct Bill Accountants, providing coaching and training to ensure high performance and professional growth.
  • Serve as the primary escalation point for complex reconciliation issues and carrier challenges, reviewing and approving monthly reconciliations.
  • Monitor team productivity and quality, identify process improvements, and collaborate with senior management to manage workloads and direct bill policies.

Insurance EPIC Excel Leadership

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US Unlimited PTO

  • Guide agencies through post-conversion adoption of Patriot's direct bill processes, resolving gaps and errors in partnership with leadership.
  • Monitor and reconcile direct bill transactions to ensure accurate commission posting to client accounts and the general ledger.
  • Deliver training on commission processing software and agency management systems while supporting continuous improvement of conversion playbooks.

Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. With over 2,100 employees and 150+ locations, we foster a collaborative model where each agency retains its own identity and culture while benefiting from shared resources and support.