Regional Accounts Receivable Accountant

Patriot Growth Insurance Services, LLC

Regional Accounts Receivable Accountant supporting financial accuracy and compliance at Patriot Growth Insurance Services. Responsible for managing carrier payment activity and maintaining financial records.

Posted 6/13/2026full-timeRemote • Pennsylvania, Washington • 🇺🇸 United StatesJunior💰 $60,000 - $70,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Bachelors degree in Accounting, Finance, or a related field required.
1-3 years of accounting, accounts receivable, cash application, or related financial experience preferred.
Experience working within a Property & Casualty insurance brokerage environment preferred.
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.
Experience with agency management systems such as Applied Epic or HawkSoft preferred.
Experience with Microsoft Dynamics Business Central preferred.
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.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

accountingaccounts receivablecash applicationreconciliationfinancial reportingfinancial data analysispayment allocationaudit supportvariance identificationprocess improvement

Soft Skills

analytical skillsproblem-solvingattention to detailorganizational skillstime managementwritten communicationverbal communicationcollaborationconfidentialityindependence

Certifications

Bachelor's degree in AccountingBachelor's degree in Finance