Nadler Insurance, we believe trusted advocacy, innovation, and human connection drive long-term success. As a fourth-generation independent insurance agency based in the San Francisco Bay Area, we are growing — and we’re looking for passionate professionals to join us. Explore our current opportunities, including both remote and on-site roles with flexibility, meaningful impact, and room to grow. Join the Nadler Insurance Team!
About Us:
Nadler Insurance has been serving San Francisco Bay Area families and their businesses since 1927. We are a 4th generation family owned and operated Independent insurance Agency. With over 90-years in business we’ve developed great relationships with our multi-generational client base and have partnerships with some of the top carriers in the marketplace. We’ve grown with our clients; establishing non-resident licenses in many states allowing us to keep our clients needs met as their families and businesses grow across the country.
Some of our top carrier partners include: Chubb, Hartford, Liberty Mutual, Mercury, Nationwide, Safeco, Travelers and many more.
Our Benefits and Perks:
Upon joining our team each employee is given a work laptop as well as the necessary equipment to set up a dual monitor environment for both their home and office workstation. We operate in a largely cloud based environment so there is no need for a lot of equipment to keep a your home or when on-site in the office. Most employees commute to the office 2-days a week and work remote the other 3 (Hybrid work schedule).
As an employee of Nadler Insurance, you are also eligible for our benefits program, which includes medical, vision and dental insurance, 401(k), vacation time on accrual basis(10-days first 2 year, 15-days 3-5yrs, 20-days 5+ years of employment), 1-Birthday floating holiday (to be used the month of your Birthday), 10-paid holidays per year, 3-sick days and other benefits which will be described in more detail in the employee handbook & orientation package.
At Nadler Insurance we believe in the work-life balance and have enabled our hybrid staff to select their work hours (within expanded business hours) to encourage all of our staff to make sure they have the time needed to spend with friends and family outside of the office during the work week. When working at our headquarters in San Carlos you’ll have access to the employee kitchen that is stocked with many of the conveniences (and appliances) of your own home; from snacks, to soda, water, coffee and espresso. Throughout the year we have office luncheons and potlucks where Zach might be serving up wood fired pizzas, BBQ rotisserie turkey or the classic hamburgers and hot dogs on the grill (check out our cooking videos on the blog! & youtube).
Careers at Nadler Insurance
At Nadler Insurance, we believe trusted advocacy, innovation, and human connection drive long-term success. As a fourth-generation independent insurance agency based in the San Francisco Bay Area, we are growing — and we’re looking for passionate professionals to join us. Explore our current opportunities, including both remote and on-site roles with flexibility, meaningful impact, and room to grow.
Director of Welcome – Remote Insurance Customer Service (San Francisco Bay Area)
Position: Director of Welcome
Location: Remote (serving clients across California)
Nadler Insurance is hiring a Director of Welcome to provide top-notch customer service, client support, and sales assistance for our personal insurance team.
Key Responsibilities:
- Answer and direct incoming calls via RingCentral VoIP system.
- Assist clients with billing inquiries and service support.
- Help remarket and quote personal lines insurance accounts.
- Provide outstanding customer experiences for Bay Area clients and beyond.
Requirements:
- Active Property & Casualty Insurance license required.
- Strong communication, multitasking, and client service skills.
- Remote work experience and tech-savvy mindset.
- Insurance agency experience preferred.
Ready to apply? Email your resume to [email protected]
Fractional CFO – On-Site Contract Role with Potential Hybrid Flexibility (San Francisco Bay Area)
Position: Fractional CFO (Independent Contractor)
Location: Primarily on-site in San Carlos, CA (Potential hybrid flexibility after onboarding)
Nadler Insurance, a fourth-generation independent insurance agency, is seeking a hands-on Fractional CFO to support financial operations during a key period of modernization and growth. This is a unique opportunity to work closely with agency leadership to transition traditional bookkeeping practices to a fully digital system, streamline financial workflows, and help lay the foundation for future scalability.
Key Responsibilities:
- Lead the agency’s transition from paper-based bookkeeping to digital accounting and financial reporting platforms.
- Manage trust accounting, cash flow tracking, premium finance operations, and carrier commission reconciliations.
- Provide monthly financial reporting and analysis to ownership, offering actionable insights and forecasts.
- Advise on operational efficiencies, profitability strategies, and long-term financial planning initiatives.
- Collaborate directly with leadership on financial systems optimization and agency growth strategies.
Requirements:
- Proven experience as a CFO, Controller, or senior financial professional in a small business environment; insurance or financial services experience preferred.
- Hands-on expertise with trust accounting, bookkeeping, and financial process optimization.
- Experience implementing or migrating to digital accounting systems (e.g., QuickBooks Online or similar).
- Ability to work independently on-site with strong organizational and problem-solving skills.
- CPA or MBA preferred but not required.
Compensation and Benefits:
- Hourly contractor rate: $80–$120 per hour, depending on experience and qualifications.
- Flexible schedule (approximately 10–20 hours per month to start, with potential growth over time).
- Eligibility for a monthly health stipend after initial engagement period.
- Potential for hybrid remote/onsite schedule after successful onboarding and system implementation.
Why Collaborate with Nadler Insurance?
Founded in 1927, Nadler Insurance is a family-owned agency known for trusted advocacy and forward-thinking innovation. As our Fractional CFO, you’ll play a pivotal role in helping modernize our operations while preserving our legacy of personal service. This is a highly impactful role offering flexibility, autonomy, and direct collaboration with leadership in a growing independent agency.
Interested in shaping the next chapter of Nadler Insurance? Email [email protected] to schedule a confidential conversation.
