Nadler Insurance — Since 1927

Build Your Career at a Nearly 100-Year Independent Brokerage

We're a family-owned agency that's been protecting Bay Area families and businesses since 1927. We're growing — and looking for the right people to grow with us.

View Open Positions

Why Nadler?

What makes working here different from any other agency.

Heritage & Stability

Nearly 100 years family-owned. Not a startup, not a corporation — a proven business with staying power. Four generations of trust you can build a career on.

Growth & Ownership

Small team, real responsibility. Direct access to leadership. Help shape how a legacy brand evolves — your ideas don't get lost in a committee.

Modern Tools & Flexibility

Applied Epic, AI-powered workflows, a dedicated backend support team so you focus on clients — not data entry. Hybrid and remote options. Old-school values, new-school infrastructure.

Meet the Team Behind the Brand

Paul Nadler

Paul Nadler

Principal

Third-generation insurance professional running the agency since the 1970s. Deep carrier relationships and four decades of Bay Area expertise.

Read full bio →
Zach Nadler

Zach Nadler

Chief Information Officer

Fourth-generation, blending modern technology with the personal touch Nadler was built on. Focused on making the agency smarter, faster, and easier to work with.

Read full bio →

Current Openings

3 open positions

Commercial Lines Account Manager

Agency-Billed Accounts

HybridFull-Time

San Carlos, CA (Hybrid 2–3 days/week) — Remote considered for the right candidate

Compensation

Base Salary: $75,000–$120,000 based on experience and work arrangement

Plus: Commission on all new commercial business written

Placement within range based on experience, qualifications, and work arrangement.

What You'll Do

  • Service and retain an agency-billed commercial lines book of business
  • Handle endorsements, renewals, and remarketing across multiple carriers
  • Identify coverage gaps and cross-sell additional lines to round out accounts
  • Build and maintain strong client relationships as their primary point of contact
  • Work within Applied Epic to manage policies, documentation, and workflows

This role has a path to department leadership.

The right person in this seat has the opportunity to grow into a department manager overseeing commercial lines — and potentially the entire commercial and personal lines operation. You won't just manage accounts; you'll help shape how a nearly 100-year agency scales its next chapter.

Your focus is clients, not data entry.

We have a dedicated backend support team that handles policy entry into Applied Epic and the large majority of certificate completions — so your time is spent client-facing: building relationships, solving coverage problems, and growing the book.

What We're Looking For

  • Active California Property & Casualty license (required)
  • Commercial lines account management experience preferred
  • Strong written and verbal communication skills
  • Detail-oriented with the ability to prioritize and manage multiple accounts
  • A team player who can also work independently and take ownership

Nice to have: Applied Epic experience, CISR or CIC designation

Commercial Lines Account Manager

Direct-Billed Accounts

RemoteFull-Time

Remote (U.S.-based) — Must work Pacific Time hours

Compensation

Base Salary: $75,000–$110,000 based on experience and work arrangement

Plus: Commission on all new commercial business written

Placement within range based on experience, qualifications, and work arrangement.

What You'll Do

  • Service and retain a direct-billed commercial lines book of business
  • Process endorsements, certificates of insurance, and policy changes
  • Manage renewal workflows with proactive 90/60/30-day touchpoints
  • Coordinate with carriers for quotes, binders, and policy issuance
  • Monitor direct-bill payment status and follow up with clients on late payments
  • Build and maintain strong client relationships as their primary point of contact

Your focus is clients, not data entry.

We have a dedicated backend support team that handles policy entry into Applied Epic and the large majority of certificate completions — so your time is spent client-facing: building relationships, solving coverage problems, and growing the book.

What We're Looking For

  • Active California Property & Casualty license (required)
  • Familiarity with the California commercial insurance market
  • Commercial lines account management experience preferred
  • Strong written and verbal communication skills
  • Detail-oriented with the ability to prioritize and manage multiple accounts
  • Must be available during Pacific Time business hours
  • A team player who can also work independently and take ownership

Nice to have: Applied Epic experience, CISR or CIC designation, carrier portal fluency

Personal Lines Account Manager

Hybrid / RemoteFull-Time

San Carlos, CA (Hybrid) or Remote — California-based

Compensation

Base Salary: $65,000–$85,000 based on experience and work arrangement

Plus: Commission on all new personal lines business written

Placement within range based on experience, qualifications, and work arrangement.

What You'll Do

  • Service and retain a personal lines book of business (homeowners, auto, umbrella, valuable articles, and more)
  • Handle new business quoting, binding, and onboarding across multiple carriers
  • Process endorsements, renewals, and remarketing to ensure clients have the best coverage and price
  • Manage client communications — be the trusted advisor they call when life changes
  • Work within Applied Epic to manage policies, documentation, and workflows

Your focus is clients, not data entry.

We have a dedicated backend support team that handles policy entry into Applied Epic — so your time is spent client-facing: building relationships, solving coverage questions, and growing the book.

What We're Looking For

  • Active California Property & Casualty license (required)
  • Personal lines account management experience preferred
  • Strong written and verbal communication skills
  • Detail-oriented with the ability to prioritize a high-volume book
  • A team player who can also work independently and take ownership

Nice to have: Applied Epic experience, CISR designation, Bay Area market knowledge

Tools & Markets

Tech Stack

  • Applied Epic — agency management
  • Wunderite — digital applications
  • Staff Boom Virtual Assistants — backend support
  • AI-powered workflows & automation

Carrier Partners

Direct Appointments

A sample of our 20+ carrier partners

  • Safeco
  • Liberty Mutual
  • Chubb
  • Travelers
  • Mercury
  • Nationwide
  • Hartford
  • Hanover
  • Progressive
  • Foremost
  • Hagerty
  • and more

E&S / Wholesale

  • Novatae
  • CK Specialty
  • RT Specialty
  • Amwins
  • Burns & Wilcox

Benefits & Perks

Compensation

  • Competitive base salary + commission on new business
  • 401(k)

Health & Wellness

  • Medical, dental, and vision insurance
  • 3 sick days

Time Off

  • 10–20 vacation days (tenure-based)
  • 10 paid holidays
  • Birthday floating holiday

Work-Life

  • Hybrid schedule (2-3 days in office)
  • Laptops & dual monitors provided
  • Flexible hours
  • Free on-site EV charging
  • Team lunches & social events

What to Expect

Our hiring process is straightforward — no hoops, no runaround.

1

Apply Online

Submit your info and resume through the form below.

2

Phone Screen

Quick intro call with Zach to discuss the role and your background.

3

Interview

Meet with leadership to talk experience, culture fit, and goals.

4

Offer

If it's a match, we move fast.

Frequently Asked Questions

Do I need a P&C license to apply?
Yes, an active California Property & Casualty license is required for all of our roles. We focus exclusively on P&C insurance.
Are these roles fully remote?
It depends on the role. Our agency-billed CL position is hybrid (2-3 days/week in San Carlos). Our direct-billed CL role is fully remote and open to candidates nationwide — you just need an active CA P&C license and must work Pacific Time hours. Check each listing for details.
What does 'agency-billed' vs. 'direct-billed' mean?
Agency-billed means our agency handles premium collection and payment to carriers. Direct-billed means the carrier bills the client directly. We have separate account management teams for each billing type.
What management system do you use?
We use Applied Epic for policy management, along with Wunderite for digital applications and other modern tools. We're always investing in workflows that make your job easier.
Will I be doing data entry and certificate processing?
No. We have a dedicated backend support team that handles policy entry into Applied Epic and the majority of certificate completions. Your time is spent client-facing — building relationships, solving coverage problems, and growing the book.
What's the team size?
We're intentionally lean. You'll work directly with leadership — not through layers of middle management. That means more ownership, more visibility, and more impact.
What's the salary for a commercial lines account manager in the Bay Area?
Bay Area commercial lines account manager salaries typically range from $75,000 to $130,000 depending on experience, book complexity, and work arrangement. At Nadler, our base salary ranges are competitive with Bay Area market rates, and you also earn commission on all new business you write — so your total compensation grows with your effort.
Why work at an independent agency instead of a large brokerage?
At an independent agency like Nadler, you work directly with leadership — not through four layers of management. Your ideas actually ship, you have real ownership of your book, and you're not a number. You also get carrier access without the corporate bureaucracy. Many of our candidates come from agencies that were recently acquired and miss the independent feel.
What does a commercial lines account manager do day to day?
As a CL account manager, your day is spent client-facing: managing renewals, handling endorsements, identifying coverage gaps, and cross-selling additional lines. At Nadler, you won't do data entry — we have a dedicated backend support team that handles policy entry into Applied Epic and certificate processing, so your time stays focused on relationships and revenue.
Do you offer remote positions for insurance professionals?
Yes. Our direct-billed commercial lines role is fully remote and open to candidates nationwide — you just need an active California P&C license and must work Pacific Time hours. Other roles offer hybrid flexibility (2-3 days/week in our San Carlos office). We invest in tools like Applied Epic, Wunderite, and AI-powered workflows so remote team members are fully equipped.

Interested? We'd Love to Hear From You

Fill out the form below and we'll be in touch.

Do you have an active California P&C license? *

See our privacy policy

Not the Right Fit? Stay Connected.

We're always looking for great people. Follow us or reach out — the right role might be around the corner.

Contact UsFollow on LinkedIn