[Remote] Regional Accounts Receivable Accountant (Remote)
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
ā¢ Accurately record and process incoming cash receipts from insurance carriers
ā¢ Apply carrier payments to the appropriate policies, invoices, and accounts within the agency management system
ā¢ Ensure all cash receipts are properly classified, documented, and maintained for audit and reporting purposes
ā¢ Investigate and resolve discrepancies related to carrier payment applications and account balances
ā¢ Reconcile daily, weekly, and monthly cash receipts against bank statements, carrier remittance reports, and internal financial records
ā¢ Identify and resolve variances between agency records and carrier payments in a timely and accurate manner
ā¢ Generate cash receipt, reconciliation, and cash flow reports to support financial reporting and operational decision-making
ā¢ Assist with month-end and year-end close activities by ensuring all cash transactions are accurately recorded and reconciled
ā¢ Partner with insurance carriers to obtain remittance details and ensure proper payment allocation
ā¢ Prepare and distribute reports related to outstanding payments, unapplied cash, and reconciliation activity
ā¢ Maintain accurate financial records and supporting documentation in accordance with company policies and accounting standards
ā¢ Support internal and external audit requests by providing documentation and responding to inquiries related to carrier payment activity
ā¢ Monitor compliance with internal controls, accounting procedures, and industry regulations
ā¢ Identify opportunities to improve cash application, reconciliation, and reporting processes to enhance efficiency and reduce errors
ā¢ Collaborate with agency accounting teams and internal stakeholders to resolve payment issues and support operational objectives
Skills
ā¢ Bachelor's degree in Accounting, Finance, or a related field required
ā¢ Strong analytical, problem-solving, and reconciliation skills with exceptional attention to detail
ā¢ Ability to work effectively with high volumes of financial data while maintaining accuracy and meeting deadlines
ā¢ Proficiency with Microsoft Office Suite, particularly Excel
ā¢ Strong organizational and time management skills with the ability to manage multiple priorities
ā¢ Excellent written and verbal communication skills with the ability to collaborate across departments and with external partners
ā¢ Commitment to maintaining confidentiality and handling sensitive financial information with professionalism and integrity
ā¢ Ability to work independently while contributing to a collaborative, team-oriented environment
ā¢ 1-3 years of accounting, accounts receivable, cash application, or related financial experience preferred
ā¢ Experience working within a Property & Casualty insurance brokerage environment preferred
ā¢ Experience with agency management systems such as Applied Epic or HawkSoft preferred
ā¢ Experience with Microsoft Dynamics Business Central preferred
Benefits
ā¢ Medical, Dental, and Vision Benefits Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
ā¢ Company paid Short-Term Disability, Long-Term Disability and Group Term Life
ā¢ Company paid Employee Assistance Program
ā¢ Paid Parental Leave
ā¢ Paid holidays
ā¢ Personalized PTO
ā¢ 401(k) with employer match
Company Overview
ā¢ 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/.
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Responsibilities
ā¢ Accurately record and process incoming cash receipts from insurance carriers
ā¢ Apply carrier payments to the appropriate policies, invoices, and accounts within the agency management system
ā¢ Ensure all cash receipts are properly classified, documented, and maintained for audit and reporting purposes
ā¢ Investigate and resolve discrepancies related to carrier payment applications and account balances
ā¢ Reconcile daily, weekly, and monthly cash receipts against bank statements, carrier remittance reports, and internal financial records
ā¢ Identify and resolve variances between agency records and carrier payments in a timely and accurate manner
ā¢ Generate cash receipt, reconciliation, and cash flow reports to support financial reporting and operational decision-making
ā¢ Assist with month-end and year-end close activities by ensuring all cash transactions are accurately recorded and reconciled
ā¢ Partner with insurance carriers to obtain remittance details and ensure proper payment allocation
ā¢ Prepare and distribute reports related to outstanding payments, unapplied cash, and reconciliation activity
ā¢ Maintain accurate financial records and supporting documentation in accordance with company policies and accounting standards
ā¢ Support internal and external audit requests by providing documentation and responding to inquiries related to carrier payment activity
ā¢ Monitor compliance with internal controls, accounting procedures, and industry regulations
ā¢ Identify opportunities to improve cash application, reconciliation, and reporting processes to enhance efficiency and reduce errors
ā¢ Collaborate with agency accounting teams and internal stakeholders to resolve payment issues and support operational objectives
Skills
ā¢ Bachelor's degree in Accounting, Finance, or a related field required
ā¢ Strong analytical, problem-solving, and reconciliation skills with exceptional attention to detail
ā¢ Ability to work effectively with high volumes of financial data while maintaining accuracy and meeting deadlines
ā¢ Proficiency with Microsoft Office Suite, particularly Excel
ā¢ Strong organizational and time management skills with the ability to manage multiple priorities
ā¢ Excellent written and verbal communication skills with the ability to collaborate across departments and with external partners
ā¢ Commitment to maintaining confidentiality and handling sensitive financial information with professionalism and integrity
ā¢ Ability to work independently while contributing to a collaborative, team-oriented environment
ā¢ 1-3 years of accounting, accounts receivable, cash application, or related financial experience preferred
ā¢ Experience working within a Property & Casualty insurance brokerage environment preferred
ā¢ Experience with agency management systems such as Applied Epic or HawkSoft preferred
ā¢ Experience with Microsoft Dynamics Business Central preferred
Benefits
ā¢ Medical, Dental, and Vision Benefits Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
ā¢ Company paid Short-Term Disability, Long-Term Disability and Group Term Life
ā¢ Company paid Employee Assistance Program
ā¢ Paid Parental Leave
ā¢ Paid holidays
ā¢ Personalized PTO
ā¢ 401(k) with employer match
Company Overview
ā¢ 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