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 ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,000 employees operating in 190 locations across 47 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: Are you seeking an opportunity to join a fast-paced dynamic company with ambitious growth & national expansion goals? Our position offers a unique opportunity to join a rapidly growing company with a family friendly culture that will help you develop your talents into a meaningful career. We are seeking an Employee Benefits Senior Accountant to join our team. The ideal candidate will be amongst other traits, detail-oriented and able to complete a multi-task workload in a fast-paced environment. The candidate must be comfortable with learning new skills, systems, processes, and procedures, and shifting priorities and a new way of thinking and doing as needed.
Work Arrangement: This is a full-time, remote position that supports our office located in Fort Washington, PA. Computer equipment will be provided by the company upon hire.
Professional Responsibilities
- Handle all facets of multiple employee benefit agencies accounting functions
- Assist with annual budget preparation
- Execute daily, monthly, and year-end Balance Sheet and Income Statement
- Prepare the monthly P&L and Balance Sheet for assigned Agencies
- Record journal entries from corporate team
- Collect on outstanding balances and prepare Accounts Receivable reports
- Retrieve commission statements and post commissions from carrier websites and statements
- Resolve any commission reconciliation variances that may develop
- Reconcile bank accounts, handle bank deposits, pay operating expenses
- Maintain daily communication with agency leaders and 3rd party vendors
- Work on additional accounting-related projects as needed
Qualifications And Requirements
- A Bachelor of Science degree in accounting or a business-related field
- 3-5 years of relevant work experience in employee benefit insurance and brokerage accounting
- Experience with Benefit Point management system or other large benefits business systems
- Proficient with use of Microsoft Office Suite and products
- Excellent interpersonal and communication skills (both oral and written)
- Strong organizational and project management skills
- Ability to establish and maintain effective working relationships with both peers and clients
- Authorized to work in the U.S. without sponsorship
Why Patriot Growth Insurance Services?
Patriot offers the opportunity to be a part of a fast-growing company 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.
Benefits
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)
Pay Range: $70,000 - $85,000 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.