Regional Accounts Receivable Accountant (Remote) in Fort Washington, Pennsylvania at Patriot Growth Insurance Services

About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot’s collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Position Overview: We are seeking a detail-oriented and analytical Regional Accounts Receivable Accountant to support the accurate recording, reconciliation, and management of carrier payment activity across the organization. This role is responsible for ensuring insurance carrier payments are properly applied, reconciled, and reported while maintaining compliance with accounting standards and internal controls. The ideal candidate is highly organized, experienced in managing high-volume financial transactions, and capable of collaborating effectively with agency teams, carriers, and internal stakeholders. This position plays a critical role in supporting financial accuracy, operational efficiency, and timely reporting.

Work Arrangement: This is a full-time, fully remote position.

Professional Responsibilities:

• 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.

Qualifications and Requirements:

• Bachelor’s 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.

Why Patriot Growth Insurance Services: We offer the opportunity to be a part of one of the fastest-growing insurance companies since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team. In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• 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

Pay Range: $60,000 - $70,000 per year depending on experience.

*A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.