
Personal Lines Insurance Account Manager
Nadler Insurance, Inc., San Carlos, CA, United States
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.
Personal Lines Account Manager Hybrid / Remote
Full-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
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