Job Description

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 2,200 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

Our company is seeking an experienced insurance training professional who is well-versed in Applied Epic insurance accounting software and agency management system (AMS) usage, to join our team as an Applied Epic Trainer to teach and 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 and 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 who will work standard U.S. Eastern time zone business hours.

Professional Responsibilities

• Provide training on Applied Epic Insurance accounting software and the 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

• Bachelor of Science degree in accounting or a business-related field
• 5+ years of Applied Epic Insurance accounting software experience within the Insurance industry
• Strong working knowledge of P&C agency accounting workflows (direct bill, agency bill, trust accounting, carrier payables, reconciliation, etc.)
• Prior experience developing or maintaining workflow documentation and training materials
• Proficient with use of Microsoft Office Suite tools and agency management systems software
• Excellent interpersonal and communication skills (both written and oral)
• 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 as needed

Benefits

• 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 relevant experience. This position is also eligible for the company's incentive compensation plan.

• 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.

Equal Opportunity Employer

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.

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