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. Our commercial book is growing, and we're hiring a Commercial Lines Associate Account Manager to help keep it ahead of its renewals.

See the Opening

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 →

The Teams You'll Join

Two close-knit teams — Commercial and Personal Lines — backed by shared support and a century of doing right by our clients.

The Nadler Insurance Commercial Lines team
Commercial Lines Team
The Nadler Insurance Personal Lines team
Personal Lines Team

Current Openings

1 open position

Commercial Lines Associate Account Manager

Agency-Bill Renewals & Remarketing

Hybrid (Bay Area)Remote considered (U.S.)Full-Time

Hybrid from our San Carlos office preferred (San Francisco Bay Area / Northern California). Remote considered elsewhere in California or the U.S., depending on experience and location, with Pacific Time hours.

Reports to: Matilde Delgado, Commercial Lines Account Executive. You'll work closely with Paul Nadler (Principal) and Zach Nadler (CIO).

Compensation

Base Salary: $60,000–$80,000

Placement within range based on experience, qualifications and location. Overtime-eligible when placement is below the exempt salary threshold.

Our commercial book is growing, mostly small and mid-size businesses across agency bill and direct bill. This role keeps that book ahead of its renewals.

What You'll Own

  • Work agency-bill renewals 30+ days before expiration: renewal applications, supplementals prefilled in Wunderite so clients only review and sign, remarketing to admitted and E&S markets, quote comparisons, and premium financing setup
  • Turn around certificates on our principal's accounts within 1–2 business days, and keep the commercial certificates inbox moving so our virtual-assistant team delivers on time
  • Follow up with carriers and underwriters on open quotes, credits, endorsements, and audits
  • Be the first stop for routine client calls on our principal's accounts (billing, payments, policy questions) and hand off anything that needs his judgment
  • Quote new business on our core carriers as you grow into it

What this role is not

Bookkeeping or banking, unpaid sales, or data entry. Our accounting partner and our virtual-assistant team handle those.

How We Work

A weekly renewal-planning meeting with Paul and Matilde where you divide up upcoming expirations, a short weekly log to Paul of what went out, and regular check-ins with Matilde and Zach.

Success at 90 Days

Renewals worked 30+ days out, certificates turned around in 1–2 business days, and no certificate backlog.

Where it goes

Associate Account Manager → Account Manager → Senior Account Manager → Account Executive

What We're Looking For

  • Active California Property & Casualty license, resident or non-resident (required)
  • 2+ years in commercial lines account management
  • Applied Epic as your current, daily system
  • Agency-bill and premium finance experience

Nice to have: CSR24, Indio or Wunderite

Apply for This Role

Not This Role? Join Our Talent Pool

If you're a licensed P&C professional — an account manager who'd rather spend time with clients than data entry, or a producer with an entrepreneurial streak — we'd like to know you before we need you. When a seat opens, we start with the people who have already introduced themselves.

  • Active California Property & Casualty license (required for all roles)
  • Account managers — commercial or personal lines
  • Producers — we're always open to a conversation, even between openings
  • Hybrid from our San Carlos office or remote with Pacific Time availability
Introduce Yourself

Tools & Markets

Tech Stack

  • Applied Epic — agency management
  • Wunderite — digital applications
  • Gaya AI — AI-assisted applications & submissions
  • Quandri — renewal & policy-check automation
  • Outmarket — CRM & marketing automation
  • 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

Four steps, each with a clear purpose. No hoops, no runaround.

  1. 1

    Apply

    Send your info and resume through the form below.

  2. 2

    First interview with Zach

    A conversation about culture, how we work, and what this opportunity really is.

  3. 3

    Technical interview

    A hands-on conversation with one of our senior team members about your experience and how you work.

  4. 4

    Leadership & team round

    A longer final round: meet our leadership team and the people you'd work with. If it's a match, we extend an offer.

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.
Do you offer remote or hybrid roles?
Yes — our team today is a mix. Some members work hybrid out of our San Carlos office (2-3 days per week), and others are fully remote across California and beyond, working Pacific Time hours. When a role opens, the listing spells out the specific arrangement.
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?
Not data entry. Our virtual-assistant team handles policy entry into Applied Epic and completes most certificates once an account manager has set up the master certificate. 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 — our virtual-assistant team handles policy entry into Applied Epic and most certificate completions, so your time stays focused on relationships and revenue.
Do you offer remote positions for insurance professionals?
Yes — several of our current team members work fully remote. Remote roles require an active California P&C license and availability during Pacific Time business hours. We invest in tools like Applied Epic, Wunderite, and AI-powered workflows so remote team members are fully equipped from day one.

Interested? We'd Love to Hear From You

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

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