Patriot Growth Insurance Services, LLC · 6 hours ago
Information Technology Supervisor
Patriot Growth Insurance Services is a growth-focused national insurance services firm that partners with various agencies across the U.S. They are seeking an experienced insurance training professional to serve as an Applied Epic Trainer, responsible for delivering training on standardized accounting workflows and supporting agency accounting teams.
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
Qualification
Required
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)
Company
Patriot Growth Insurance Services, LLC
Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions.
Funding
Current Stage
Late StageTotal Funding
$500MKey Investors
Golub CapitalAntares CapitalSummit Partners
2023-11-28Debt Financing· $500M
2022-08-09Debt Financing
2021-02-23Debt Financing
Recent News
2026-01-07
2025-12-16
Company data provided by crunchbase