Play a critical role in helping newly onboarded agencies successfully adopt Patriot's direct bill processes.
Serve as the primary post-conversion resource, ensuring a smooth transition from legacy workflows to standardized procedures.

How You'll Make an Impact:

Guide agencies through the post-conversion period, resolving issues and driving process adoption.
Lead recurring meetings with agency staff to review action items and answer questions.
Monitor and reconcile direct bill transactions to ensure accurate commission posting.

Who You Are:

A strong communicator who explains complex accounting processes clearly.
An organized professional managing multiple agency conversions effectively.
A proactive problem solver who identifies issues early and works toward practical solutions.

What You Bring:

Bachelor's degree in Accounting, Finance, or a related field.
Strong knowledge of insurance brokerage industry and billing processes.
Advanced Microsoft Excel skills and experience with agency management systems like EPIC and BenefitPoint.

Patriot Growth Insurance Services

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.

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