You are responsible for maintaining the integrity of the firm's technical infrastructure, overseeing complex data flows across Vertafore Sagitta, ImageRight, IVANS, and carrier databases to ensure ...
You are responsible for maintaining the integrity of the firm's technical infrastructure, overseeing complex data flows across Vertafore Sagitta, ImageRight, IVANS, and carrier databases to ensure ...
Administrative Assistant
Camden, NJ · On-site
$27/hr
Enter data and ensure accuracy of data input into Agency Management System (Sagitta). * Enter data into Document Management System (WorkSmart). * Operate office equipment. * Set-up and maintain ...
Quick apply
Administrative Assistant
Camden, NJ · On-site
$27/hr
Enter data and ensure accuracy of data input into Agency Management System (Sagitta). * Enter data into Document Management System (WorkSmart). * Operate office equipment. * Set-up and maintain ...
License Insurance Agent
Santa Ana, CA · On-site
$21 - $35/hr
Maintain accurate records within EASE, Sagitta, and/or AMS 360 systems * Support overall client service and account management activities Job Requirements: * Active California Life & Health License ...
Quick apply
License Insurance Agent
Santa Ana, CA · On-site
$21 - $35/hr
Maintain accurate records within EASE, Sagitta, and/or AMS 360 systems * Support overall client service and account management activities Job Requirements: * Active California Life & Health License ...
Commercial Lines Account Manager
Alpharetta, GA · On-site
$75K - $90K/yr
Utilize company systems (Sagitta, Indio, OneDoc) to streamline processes and prioritize workload. * Leadership & Mentorship: Guide and support Account Assistants, Account Specialists in policy ...
Commercial Lines Account Manager
Alpharetta, GA · On-site
$75K - $90K/yr
Utilize company systems (Sagitta, Indio, OneDoc) to streamline processes and prioritize workload. * Leadership & Mentorship: Guide and support Account Assistants, Account Specialists in policy ...
WC Claims Consultant
Portland, OR · On-site +1
$80K - $110K/yr
Documentation in Sagitta and ImageRight as required * Identify and notify Risk Manager/Producer of claims trends to help facilitate a resolution * Function as back-up for other WC Claims Team members ...
WC Claims Consultant
Portland, OR · On-site +1
$80K - $110K/yr
Documentation in Sagitta and ImageRight as required * Identify and notify Risk Manager/Producer of claims trends to help facilitate a resolution * Function as back-up for other WC Claims Team members ...
Account Manager, Private Client Group
Camden, NJ · Hybrid
$80K - $95K/yr
Knowledge of Agency Management Systems (Sagitta) preferred. * Ability to provide effective on-the-job training and to work flexible hours. * Ability to develop and manage key relationships at all ...
Account Manager, Private Client Group
Camden, NJ · Hybrid
$80K - $95K/yr
Knowledge of Agency Management Systems (Sagitta) preferred. * Ability to provide effective on-the-job training and to work flexible hours. * Ability to develop and manage key relationships at all ...
Client Analyst
Los Angeles, CA · On-site
$41K - $76K/yr
Sagitta: * Add New Prospects and Clients * Update policy data * Issue Auto ID Cards * Create Applications * Manage the set up and use of the teams iPads. * Create Schedules of Insurance as requested
Client Analyst
Los Angeles, CA · On-site
$41K - $76K/yr
Sagitta: * Add New Prospects and Clients * Update policy data * Issue Auto ID Cards * Create Applications * Manage the set up and use of the teams iPads. * Create Schedules of Insurance as requested
Utilize and adapt to Sagitta (preferred) or other P&C agency management systems to support sales and transition processes * Close new business with a strong sense of urgency; document outcomes ...
Utilize and adapt to Sagitta (preferred) or other P&C agency management systems to support sales and transition processes * Close new business with a strong sense of urgency; document outcomes ...
Commercial Lines Account Manager
Alpharetta, GA · On-site
$75K - $90K/yr
Utilize company systems (Sagitta, Indio, OneDoc) to streamline processes and prioritize workload. * Leadership & Mentorship: Guide and support Account Assistants, Account Specialists in policy ...
Commercial Lines Account Manager
Alpharetta, GA · On-site
$75K - $90K/yr
Utilize company systems (Sagitta, Indio, OneDoc) to streamline processes and prioritize workload. * Leadership & Mentorship: Guide and support Account Assistants, Account Specialists in policy ...
Utilize and adapt to Sagitta (preferred) or other P&C agency management systems to support sales and transition processes * Close new business with a strong sense of urgency; document outcomes ...
Utilize and adapt to Sagitta (preferred) or other P&C agency management systems to support sales and transition processes * Close new business with a strong sense of urgency; document outcomes ...
Utilize and adapt to Sagitta (preferred) or other P&C agency management systems to support sales and transition processes * Close new business with a strong sense of urgency; document outcomes ...
Utilize and adapt to Sagitta (preferred) or other P&C agency management systems to support sales and transition processes * Close new business with a strong sense of urgency; document outcomes ...
Utilize and adapt to Sagitta (preferred) or other P&C agency management systems to support sales and transition processes * Close new business with a strong sense of urgency; document outcomes ...
Utilize and adapt to Sagitta (preferred) or other P&C agency management systems to support sales and transition processes * Close new business with a strong sense of urgency; document outcomes ...
Proficiency with agency management systems (Applied Epic, Sagitta, or similar preferred) * Organized, process-driven, and accuracy-focused
Quick apply
Proficiency with agency management systems (Applied Epic, Sagitta, or similar preferred) * Organized, process-driven, and accuracy-focused
Client Analyst
San Diego, CA · On-site
$41K - $76K/yr
Sagitta: * Add New Prospects and Clients * Update policy data * Issue Auto ID Cards * Create Applications * Manage the set up and use of the teams iPads. * Create Schedules of Insurance as requested
Client Analyst
San Diego, CA · On-site
$41K - $76K/yr
Sagitta: * Add New Prospects and Clients * Update policy data * Issue Auto ID Cards * Create Applications * Manage the set up and use of the teams iPads. * Create Schedules of Insurance as requested
WC Claims Consultant
Portland, OR · On-site
$80K - $110K/yr
Documentation in Sagitta and ImageRight as required * Identify and notify Risk Manager/Producer of claims trends to help facilitate a resolution * Function as back-up for other WC Claims Team members ...
WC Claims Consultant
Portland, OR · On-site
$80K - $110K/yr
Documentation in Sagitta and ImageRight as required * Identify and notify Risk Manager/Producer of claims trends to help facilitate a resolution * Function as back-up for other WC Claims Team members ...
Proficiency with agency management systems (Applied Epic, Sagitta, or similar preferred) * Organized, process-driven, and accuracy-focused
Quick apply
Proficiency with agency management systems (Applied Epic, Sagitta, or similar preferred) * Organized, process-driven, and accuracy-focused
Proficiency with agency management systems (Applied Epic, Sagitta, or similar preferred) * Organized, process-driven, and accuracy-focused
Quick apply
Proficiency with agency management systems (Applied Epic, Sagitta, or similar preferred) * Organized, process-driven, and accuracy-focused
Proficiency with agency management systems (Applied Epic, Sagitta, or similar preferred) * Organized, process-driven, and accuracy-focused
Quick apply
Proficiency with agency management systems (Applied Epic, Sagitta, or similar preferred) * Organized, process-driven, and accuracy-focused
Account Manager
New York, NY · On-site
$120K - $160K/yr
Oversee accuracy of data in Sagitta and WorkSmart. Requirements * Bachelor's degree or equivalent work experience preferred. * Minimum of five to seven years of Commercial Multi-line Property ...
Account Manager
New York, NY · On-site
$120K - $160K/yr
Oversee accuracy of data in Sagitta and WorkSmart. Requirements * Bachelor's degree or equivalent work experience preferred. * Minimum of five to seven years of Commercial Multi-line Property ...
Account Manager
New York, NY · Hybrid
$120K - $160K/yr
Oversee accuracy of data in Sagitta and WorkSmart. Requirements * Bachelor's degree or equivalent work experience preferred. * Minimum of five to seven years of Commercial Multi-line Property ...
Account Manager
New York, NY · Hybrid
$120K - $160K/yr
Oversee accuracy of data in Sagitta and WorkSmart. Requirements * Bachelor's degree or equivalent work experience preferred. * Minimum of five to seven years of Commercial Multi-line Property ...
Sagitta information
See salary details
$30K - $33.3K
5% of jobs
$33.3K - $36.5K
7% of jobs
$36.5K - $39.8K
10% of jobs
$40.1K is the 25th percentile. Wages below this are outliers.
$39.8K - $43.1K
28% of jobs
$46K is the 75th percentile. Wages above this are outliers.
$43.1K - $46.4K
28% of jobs
$46.4K - $49.6K
12% of jobs
$49.6K - $52.9K
4% of jobs
$52.9K - $56.2K
1% of jobs
$56.2K - $59.5K
0% of jobs
$59.5K - $62.7K
2% of jobs
$62.7K - $66K
3% of jobs
$30K
$44.7K
$66K
How much do sagitta jobs pay per year?
What jobs in the US pay 300,000 a year?
Which job is best for a 40 year old woman?
What are the key skills and qualifications needed to thrive as a Sagitta insurance software specialist, and why are they important?
What is the difference between Sagitta vs Actuary?
| Aspect | Sagitta | Actuary |
|---|---|---|
| Required Credentials | Typically requires a degree in finance, mathematics, or related fields; professional certifications may vary | Requires actuarial exams and certifications from bodies like SOA or CAS |
| Work Environment | Often in insurance, finance, or risk management firms | Primarily in insurance companies, consulting firms, or government agencies |
| Industry Usage | Used in specific insurance or financial contexts, less common | Widely recognized and used across insurance, pensions, and risk management |
While Sagitta refers to a financial or insurance-related role, an Actuary is a professional specializing in risk assessment and statistical analysis within the insurance and finance industries. The main difference lies in certifications and industry recognition, with actuaries typically holding formal credentials and a broader industry presence.
What job makes $10,000 a month without a degree?
What is the 3 month rule for jobs?
What types of projects or clients does a Sagitta insurance software specialist typically work with?
What are Sagitta professionals and what do they do?

Full-time
Posted 13 days ago
CBIZ rating
8.0
Based on 49 frontline employees who took The Breakroom Quiz
11th of 17 rated bookkeepers and accountants
Job description
#LI-KW1 #LI-Remote
Responsibilities
As a Senior Business Applications Specialist, you will serve as the critical technical liaison between carrier partners and core Applications systems. You are responsible for maintaining the integrity of the firm's technical infrastructure, overseeing complex data flows across Vertafore Sagitta, ImageRight, IVANS, and carrier databases to ensure absolute data accuracy, system synchronicity, and operational reliability.
Essential Functions and Primary Duties
Carrier Partners & Applications Data Governance
- Manage and maintain carrier-specific data, including agency information, credentials, commission structures, and Agency Management System (AMS) mapping.
- Execute targeted data maintenance projects and regular audits to reconcile carrier codes, internal datasets, and user access permissions.
- Lead the end-to-end system onboarding for new carriers, overseeing user set up and credentialing permissions, AMS configuration, and collaborating with legal teams regarding appointments, managing commission access permissions for accounting and outsourcing teams.
- Ensure the timely removal of inactive producers and account managers from all carrier portals and internal databases to maintain security and compliance.
- Review application databases periodically to identify data gaps and implement corrective measures to ensure system-wide integrity.
Download Configuration
- Administer carrier download processing, including setup of carrier download parameters within Sagitta, monitoring, and troubleshooting.
- Monitor daily Download Activity reports to troubleshoot and resolve Suspense transactions or data exceptions with high urgency.
- Configure and manage IVANS eDocs and download parameters to ensure seamless document routing and data mapping.
- Configure automated carrier commission download in the Agency Management System and carrier partners portals
- Deep knowledge of carrier commission schedules and policy documents and how they accurately translate into AMS data fields.
- Lead efforts between offshore support and accounting leadership to ensure timely and accurate commission reconciliation across all databases and reporting tools.
Support Services
- Provide Tier 1 and Tier 2 troubleshooting for internal users, diagnosing and resolving complex application errors and platform issues.
- Assist with complex service needs, including high-level invoicing, AMS policy workflows, ACORD forms, and intricate spreadsheets and reports.
Reporting & Compliance
- Administer and customize high-level reports for regional and national teams and leadership using Sagitta Report Builder & CAND reports, Helix, and ImageRight Process Dashboard.
- Collaborate with Helix programmers to develop agency-specific dashboards, reports, and datasets, providing actionable insights that support operations and compliance.
- Support accounting and financial reporting through accurate AMS data structures and workflows.
- Ensuring data integrity across Sagitta, Helix, and downstream reporting tools across all applications.
Preferred Qualifications
- Deep technical knowledge of Sagitta, ImageRight, IVANS, and other Vertafore products.
- Advanced proficiency in Excel, Smartsheet, and other agency tools.
- Solid understanding of Property & Casualty products, workflows, data structures, ACORD standards, carrier operations, agency code structures, and data flow between systems and reporting tools.
- Critical thinking skills with the ability to research and collect complex data, diagnose and resolve application errors, data mismatches, and performance issues across multiple platforms.
- Ability to manage tasks where complexity is driven by financial risk, technical requirements, and urgency.
- Excellent communication skills, with a demonstrated ability to communicate effectively across all levels of the organization, both internally and externally.
- High attention to detail in data management, mapping, and reconciliation.
- Enthusiasm for ongoing learning and comfort with adopting new software.
- 3 Years Relevant experience in insurance agency operations, AMS administration, or carrier management.
Qualifications
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Minimum Qualifications
- Bachelor's degree preferred
- 3 Years of experience as a subject matter expert
- Must maintain current required licenses and certifications relevant to field of expertise
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Effective customer service skills
- Proficient use of applicable technology
- Ability to work in team environment as well as independently
- Ability to analyze and prioritize multiple responsibilities
About Us
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
About CBIZ
Sourced by ZipRecruiter
With over 100 offices and nearly 6,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.
Industry
Business management consulting
Company size
5,001 - 10,000 Employees
Headquarters location
Cleveland, OH, US
Year founded
1987