About FBinsure, A Division of Patriot Growth Insurance Services: FBinsure is a leader in providing insurance and risk solutions for our clients. Our mission, through the professionalism, education, and integrity of our employees, working in an innovative and technologically superior environment, is to continually improve our products and services to meet our clients’ needs, allowing us to share our prosperity with our employees and our communities. FBinsure is a proud partner agency of Patriot Growth Insurance Services, LLC.

Position Overview: The Accounting Assistant is responsible for managing and processing the financial transactions of FBinsure to ensure accuracy and compliance. This position involves recording transactions in EPIC, overseeing escrow accounts, reconciling agency bills, handling vendor payments, and supporting the accounting team with various financial tasks.

Work Arrangement: This is a full-time position working in our office located in Taunton, MA.

Professional Responsibilities:

• Record and reconcile financial transactions, including ACH deposits, physical deposits, escrow disbursements, and daily cash transactions across multiple locations using EPIC.
• Handle accounts receivable/payable by processing deposits, disbursements, finance receipts, and monitoring past-due balances in EPIC.
• Process weekly broker, company premium payables, vendor invoices, and notify Account Managers of overdue balances.
• Retrieve, review, and process commission statements for benefits, P&C, producers, and outside brokers, ensuring accuracy before submission for approval.
• Perform monthly bank reconciliations, ADI reviews, direct bill processing, and generate commission and payable reports.
• Issue refunds for return premiums and overpayments.
• Oversee supply orders, vendor contract renewals, and maintain vendor payment records.
• Provide administrative support, including sorting mail, responding to emails/calls, reconciling credit card transactions, and mailing statements.

Qualifications and Requirements:

• 2+ years of experience in an accounting, finance or bookkeeping position; previous experience working in the Property and Casualty Insurance industry preferred.
• Associate Degree in Accounting, Finance, or a similar field; Bachelor's Degree preferred.
• Possess a knowledge of bookkeeping principles and practices, including understanding debits and credits, reconciliation, chart of accounts, and double entry accounting.
• High level of attention to detail when entering data and reviewing documents to avoid errors and ensure data integrity.
• Proficiency in financial software and tools, accounting software, Microsoft Office, Adobe Acrobat, the Agency Management System and other applications.
• Excellent interpersonal and communication skills (both oral and written)
• A passion for being part of a team that drives our company to industry leadership
• Ability to establish and maintain effective working relationships with both peers and clients
• Authorized to work in the U.S. without sponsorship

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 over 160 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.

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.

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)

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.