• Job Description

  Req#: 1098
  Employer Industry: Insurance Services Firm
  
  Why consider this job opportunity:
  - Salary range of $75,000 - $85,000, with potential for additional performance-based incentive compensation
  - Opportunity for career advancement within one of the fastest-growing insurance companies in the U.S.
  - Fully remote position with flexibility for qualified candidates in the U.S. Eastern or Central time zones
  - Comprehensive health and welfare program, including medical, dental, and vision benefits
  - Personalized paid time off and paid parental leave
  - Supportive and collaborative work environment focused on operational excellence
  
  What to Expect (Job Responsibilities):
  - Obtain financial and accounting-related data from potential acquisition parties in various formats
  - Collaborate with firm personnel to facilitate the financial data transition to Patriot's platforms
  - Assist with financial discovery and provide solutions for accurate data mapping
  - Validate and ensure financial data integrity between integrating firms and Patriot's systems
  - Track financial conversion issues to ensure timely reporting and resolution
  
  What is Required (Qualifications):
  - Bachelor of Science degree in Accounting, Finance, or a business-related field
  - 3+ years of relevant work experience in an insurance, brokerage, or MGA/MGU environment
  - Prior experience with the conversion of financial data from one system to another
  - Advanced Microsoft Excel skills, including data formatting, lookups, pivot tables, and formulas
  - Ability to travel up to 25% for on-site meetings and events
  
  How to Stand Out (Preferred Qualifications):
  - Working knowledge of Applied Epic, BenefitPoint, and other agency management systems
  - Experience participating in a large organization's system implementation
  - Strong analytical skills and creative problem-solving capabilities
  - Proven ability to handle diverse workloads and meet critical deadlines
  - Excellent interpersonal and communication skills (both written and oral)
  
  #InsuranceServices #CareerOpportunity #RemoteWork #CompetitivePay #ProfessionalGrowth
  
  "We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer."

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