Commercial Lines Account Manager - Agency Bill
Nadler Insurance, Inc., San Carlos, CA, United States
The Role
We\'re looking for an experienced commercial lines account manager to own our agency-billed book of business. This isn\'t a service desk — it\'s a hands-on role managing the full agency bill lifecycle: invoicing, premium finance coordination, carrier payments, endorsements, renewals, and remarketing. This role has a direct path to department leadership. The right person has the opportunity to grow into managing the entire commercial lines operation. Your time stays client-facing.
We\'ve built a dedicated backend support team that handles policy entry into Applied Epic, certificate processing, and administrative workflows. You\'re not buried in data entry — you\'re focused on client relationships, coverage strategy, and growing your book. We also invest in modern tools: Applied Epic, AI-powered workflows, and a tech stack designed to make your day easier, not harder. What You\'ll Do
Service and retain an agency-billed commercial lines book Manage endorsements, renewals, and remarketing across 20+ carrier partners Coordinate with premium finance and carriers on invoicing and payments Identify coverage gaps and cross-sell to round out accounts Work within Applied Epic to manage policies and workflows What We\'re Looking For
Strong communication skills — written and verbal Detail-oriented, self-directed, and comfortable owning your book Nice to Have
Applied Epic experience, CISR or CIC designation What We Offer
Competitive base + commission on all new CL business written 10–20 vacation days (tenure-based), 10 paid holidays, birthday float Hybrid schedule (2–3 days in our San Carlos office) Laptops, dual monitors, free EV charging, team lunches
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We\'re looking for an experienced commercial lines account manager to own our agency-billed book of business. This isn\'t a service desk — it\'s a hands-on role managing the full agency bill lifecycle: invoicing, premium finance coordination, carrier payments, endorsements, renewals, and remarketing. This role has a direct path to department leadership. The right person has the opportunity to grow into managing the entire commercial lines operation. Your time stays client-facing.
We\'ve built a dedicated backend support team that handles policy entry into Applied Epic, certificate processing, and administrative workflows. You\'re not buried in data entry — you\'re focused on client relationships, coverage strategy, and growing your book. We also invest in modern tools: Applied Epic, AI-powered workflows, and a tech stack designed to make your day easier, not harder. What You\'ll Do
Service and retain an agency-billed commercial lines book Manage endorsements, renewals, and remarketing across 20+ carrier partners Coordinate with premium finance and carriers on invoicing and payments Identify coverage gaps and cross-sell to round out accounts Work within Applied Epic to manage policies and workflows What We\'re Looking For
Strong communication skills — written and verbal Detail-oriented, self-directed, and comfortable owning your book Nice to Have
Applied Epic experience, CISR or CIC designation What We Offer
Competitive base + commission on all new CL business written 10–20 vacation days (tenure-based), 10 paid holidays, birthday float Hybrid schedule (2–3 days in our San Carlos office) Laptops, dual monitors, free EV charging, team lunches
#J-18808-Ljbffr