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.
Patriot Growth Insurance Services 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 in more than 150 locations across 45+ states, the company is ranked the 25th-largest broker in the U.S. and emphasizes a collaborative culture where people are supported as whole people.
Serve as a trusted resource for policy service, coverage guidance, and account maintenance, delivering a high-quality client experience.
Manage policy changes, endorsements, billing inquiries, and service requests with accuracy and responsiveness.
Build and strengthen relationships with clients, carriers, producers, and internal teams to support client retention and growth.
Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Founded in 2019, the company is ranked the 25th-largest broker in the U.S. with over 2,100 employees across 150+ locations, fostering a collaborative culture where each agency retains its own identity.
Serves as brokerage leader and subject matter expert, managing relationships between retail agencies, carrier partners, and the company.
Analyzes submissions from retail agents to determine the best carrier and coverages, then rates, quotes, and binds accounts.
Owns and maintains a book of business, providing ongoing service to maintain and grow insured accounts.
Farmers Mutual Hail (FMH) provides complete farm insurance solutions to protect the livelihoods and legacies of America's farmers. As America's Crop Insurance Company, they are headquartered in the U.S. and have been owned by the farmers they insure for over 125 years.
Manage and retain a book of business with excellent customer service and proactive renewal processes.
Handle day-to-day client servicing including certificates, endorsements, policy checks, and billing issues.
Communicate clearly with clients and carriers to build strong relationships and advise on coverage.
Signers National is an insurance platform providing brokerage and underwriting services to organizations of all sizes. It is a socially conscious company with a culture of relentless grit and continuous improvement.