Are you an experienced assistant with a passion for organization, follow-through, and efficiency? Do you have a background in insurance workflows, financial operations, or administrative support? Nadler Insurance, a trusted agency with nearly a century of service, is seeking a proactive professional to support our Principal in managing operations and improving productivity.

This hybrid role requires the candidate to work primarily on-site at our San Carlos, CA office during the initial phase to ensure seamless integration and training. Remote flexibility will be provided once onboarding and workflows are established.

Salary Range: $50,000.00 - $75,000.00 per year

Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Flexible Schedule

Mon-Fri Schedule

Evenings Off

Parental Leave

Hands on Training

Must-Have Skills

• Experience: 3+ years in an administrative, virtual assistant, or operations support role, ideally in insurance or financial services.
• Technical Proficiency: Strong knowledge of Microsoft Outlook, and Adobe Sign.
• Organizational Skills: Exceptional ability to handle multiple tasks, prioritize effectively, and manage deadlines.
• Problem-Solving: Resourceful and proactive in resolving challenges and streamlining processes.

Preferred Skills

• Property & Casualty Insurance License is a plus.
• Previous experience with insurance workflows and financial tracking systems.

Operations Support

• Collaborate with the Principal and team at our HQ to manage carrier workflows, retrieve documents, and coordinate with external partners like COVU AMS and Capital Premium Finance.
• Utilize agency management systems (Applied Epic and COVU AMS) to organize and document critical information.
• Assist in obtaining e-signatures via Adobe Sign and ensure the timely completion of documents.
• Troubleshoot and resolve operational challenges related to billing inquiries, document retrieval, and renewals.

Renewal Management

• Run and analyze expiration reports in Applied Epic to monitor and track agency bill renewals.
• Cross-reference renewal data with COVU AMS for accuracy and resolve discrepancies.

Organizational Excellence

• Optimize and manage Outlook email, calendar, and task lists to support the Principal’s workflows.
• Maintain organized documentation and records of communications, tasks, and key projects.
• Prepare for meetings and follow up on action items to ensure timely completion.

Financial Workflow Management

• Track and manage financial workflows, including invoicing, carrier payments, and Capital Premium Finance documentation.
• Follow up on outstanding tasks to ensure financial processes are completed efficiently.

Communication and Execution

• Work closely with the Principal to translate verbal and written instructions into actionable tasks.
• Communicate effectively with internal teams, carriers, and vendors to achieve operational goals.
• Proactively identify opportunities to improve workflows and reduce inefficiencies.

Paul R. Nadler & Associates Insurance Services is a team of dedicated individuals that work hard to provide each customer the best service while educating them on insurance products that would benefit them the most. We are always looking for talented individuals who want to succeed in the insurance industry. If you are willing to learn and looking for a rewarding career opportunity, then we encourage you to apply today