Regional Accounts Receivable Accountant (Remote)

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