Financial Evolutionary & Digital Integration Expert
Join Our Family at Nadler Insurance Inc.
- Accounts Receivable Specialist & Digital Transition Leader Are you a trailblazer ready to ignite change and become part of our close-knit family team? At Nadler Insurance, a revered 4th generation family-owned and operated independent insurance agency, we're seeking an enterprising Accounts Receivable Specialist to lead our leap into the digital era.
Join us in San Carlos, CA, and be a pioneer in shaping the future of our accounting practices.
About Us:
Since 1927, Nadler Insurance has been the heart of the San Francisco Bay Area, fostering enduring, multi-generational client relationships and fostering alliances with top carriers.
As we expand nationwide, we're embracing a digital revolution in our accounting methods.
What You'll Do:
Craft the blueprint for our digital accounting revolution, breaking free from paper-based systems.
Forge and implement top-notch digital accounting protocols.
Manage and finesse invoices with digital precision and finesse.
Tackle client payments and master account reconciliations.
Connect empathetically with clients, addressing their needs and concerns.
Collaborate seamlessly across departments, championing team efforts.
We Need Someone Who:
Embodies a visionary spirit for digital transformation, especially in accounting.
Thrives in a proactive stance, adaptable to an ever-evolving environment.
Masters the art of prioritization and handles pressure professionally.
Demonstrates prowess in Microsoft Office 365 (Outlook, Excel, Teams, Word).
Bonus Skills (Not Mandatory):
Prior experience within an insurance agency.
Familiarity with our Agency Management System, Applied Epic.
What We Offer:
Competitive salary range of $45,000 - $65,000.
Comprehensive benefits encompassing medical insurance, 401(k), paid holidays, and more.
A nurturing, familial work environment where support is second nature.
Future potential for a hybrid work model.
Location:
Initially on-site in San Carlos, CA.
Ready to Lead the Digital Leap at Nadler Insurance? If you're enthusiastic about rolling up your sleeves and laying the groundwork for our digital accounting revolution, we can't wait to welcome you aboard! Join us and be part of our passionate journey towards digital innovation.
Job Type:
Full-timePay:
$45,000.
00 - $65,000.
00 per year
Benefits:
Paid time offShift:
8 hour shiftWeekly day range:
Monday to FridayAbility to Relocate:
Millbrae, CA:
Relocate before starting work (Required)Work Location:
In person%48080989% %% category %% Recommended Skills Blueprinting Digitization Management Systems Microsoft Office Self Motivation Visionary Estimated Salary: $20 to $28 per hour based on qualifications.
- Accounts Receivable Specialist & Digital Transition Leader Are you a trailblazer ready to ignite change and become part of our close-knit family team? At Nadler Insurance, a revered 4th generation family-owned and operated independent insurance agency, we're seeking an enterprising Accounts Receivable Specialist to lead our leap into the digital era.
Join us in San Carlos, CA, and be a pioneer in shaping the future of our accounting practices.
About Us:
Since 1927, Nadler Insurance has been the heart of the San Francisco Bay Area, fostering enduring, multi-generational client relationships and fostering alliances with top carriers.
As we expand nationwide, we're embracing a digital revolution in our accounting methods.
What You'll Do:
Craft the blueprint for our digital accounting revolution, breaking free from paper-based systems.
Forge and implement top-notch digital accounting protocols.
Manage and finesse invoices with digital precision and finesse.
Tackle client payments and master account reconciliations.
Connect empathetically with clients, addressing their needs and concerns.
Collaborate seamlessly across departments, championing team efforts.
We Need Someone Who:
Embodies a visionary spirit for digital transformation, especially in accounting.
Thrives in a proactive stance, adaptable to an ever-evolving environment.
Masters the art of prioritization and handles pressure professionally.
Demonstrates prowess in Microsoft Office 365 (Outlook, Excel, Teams, Word).
Bonus Skills (Not Mandatory):
Prior experience within an insurance agency.
Familiarity with our Agency Management System, Applied Epic.
What We Offer:
Competitive salary range of $45,000 - $65,000.
Comprehensive benefits encompassing medical insurance, 401(k), paid holidays, and more.
A nurturing, familial work environment where support is second nature.
Future potential for a hybrid work model.
Location:
Initially on-site in San Carlos, CA.
Ready to Lead the Digital Leap at Nadler Insurance? If you're enthusiastic about rolling up your sleeves and laying the groundwork for our digital accounting revolution, we can't wait to welcome you aboard! Join us and be part of our passionate journey towards digital innovation.
Job Type:
Full-timePay:
$45,000.
00 - $65,000.
00 per year
Benefits:
Paid time offShift:
8 hour shiftWeekly day range:
Monday to FridayAbility to Relocate:
Millbrae, CA:
Relocate before starting work (Required)Work Location:
In person%48080989% %% category %% Recommended Skills Blueprinting Digitization Management Systems Microsoft Office Self Motivation Visionary Estimated Salary: $20 to $28 per hour based on qualifications.
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