About Patriot Growth Insurance Services: Founded in 2019, Patriot Growth Insurance Services (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 24th 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 an experienced Applied Systems Epic® Accounting Trainer with deep insurance industry knowledge to support our agency accounting teams. This role delivers training on Patriot’s standardized Epic accounting workflows, supports AMS conversions, and ensures consistent, accurate accounting processes across Patriot’s network of insurance agencies. The ideal candidate brings strong technical expertise, clear communication, and a passion for operational excellence.

Work location arrangements: The position is a full time, fully remote position, with a preference for qualified candidates who reside in the U.S. Eastern or Central time zones or will work standard Eastern time zone business hours.

Professional Responsibilities:

• Provide training on Applied Epic Insurance Software accounting workflows for agency conversions and ongoing staff development.
• Serve as a subject matter expert for insurance accounting within Epic and support end users with questions and issue resolution.
• Maintain and update workflow documentation as accounting processes evolve.
• Develop training videos, job aids, and learning materials for Epic accounting functions.
• Partner with stakeholders to analyze, design, and optimize accounting workflows.
• Review Epic release notes, support workflow testing, and assist with communicating system changes.
• Contribute to AMS conversion activities, including data validation and transaction support, as needed.
• Recommend process improvements to enhance consistency, efficiency, and compliance across agencies.

Qualifications and Requirements:

• 5+ years of Applied Epic Insurance Software accounting experience within the Insurance industry.
• Strong working knowledge of P&C agency accounting workflows (direct bill, agency bill, trust accounting, carrier payables, reconciliation, etc.).
• Bachelor’s degree in Accounting, Business, or equivalent experience.
• Prior experience developing or maintaining workflow documentation and training materials.
• Proficient with Microsoft Office Suite and agency management systems.
• Excellent communication and interpersonal skills, with the ability to support and influence diverse stakeholders.
• Strong organizational, analytical, and problem-solving abilities.
• Ability to travel up to 25% for agency training and support.

Why us: 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)

Compensation: A starting base salary in the $80,000 to $100,000 range, based on the candidate’s 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 its hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy: Patriot's EEO and DEI Policy.