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 ...
Private Client Associate Account Executive
San Antonio, TX · On-site
Medical
Retirement
Update cancel reasons in Sagitta and review endorsement accuracy from carrier matches; coordinate corrections as needed. * Add Policy Checking Lists when required for Umbrella policies and for NEW, F ...
Private Client Associate Account Executive
San Antonio, TX · On-site
Medical
Retirement
Update cancel reasons in Sagitta and review endorsement accuracy from carrier matches; coordinate corrections as needed. * Add Policy Checking Lists when required for Umbrella policies and for NEW, F ...
Experience with Sagitta or similar P&C agency management systems (preferred)
Experience with Sagitta or similar P&C agency management systems (preferred)
Experience with Sagitta or similar P&C agency management systems (preferred)
Experience with Sagitta or similar P&C agency management systems (preferred)
Experience with Sagitta or similar P&C agency management systems (preferred)
Experience with Sagitta or similar P&C agency management systems (preferred)
Client Analyst
San Diego, CA · On-site
$41K - $76K/yr
Medical
Retirement
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
Medical
Retirement
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 ...
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
Personal Lines Account Specialist
Syracuse, NY · On-site
$24 - $28/hr
Medical
Dental
Vision
Life
Retirement
PTO
Maintain documentation in agency management systems such as Sagitta ImageRight or similar platforms * Ensure compliance with underwriting guidelines internal procedures and policy accuracy standards
Personal Lines Account Specialist
Syracuse, NY · On-site
$24 - $28/hr
Medical
Dental
Vision
Life
Retirement
PTO
Maintain documentation in agency management systems such as Sagitta ImageRight or similar platforms * Ensure compliance with underwriting guidelines internal procedures and policy accuracy standards
License Insurance Agent
Santa Ana, CA · On-site
$21 - $35/hr
Medical
Life
... Sagitta, and/or AMS 360 systemsSupport overall client service and account management activitiesJob Requirements:Active California Life & Health License requiredBilingual in English and Spanish ...
Quick apply
License Insurance Agent
Santa Ana, CA · On-site
$21 - $35/hr
Medical
Life
... Sagitta, and/or AMS 360 systemsSupport overall client service and account management activitiesJob Requirements:Active California Life & Health License requiredBilingual in English and Spanish ...
Personal Lines Account Manager
Syracuse, NY · On-site
$24 - $28/hr
Medical
Dental
Vision
Life
Retirement
PTO
Maintain documentation in agency management systems such as Sagitta ImageRight or similar platforms * Ensure compliance with underwriting guidelines internal procedures and policy accuracy standards
Personal Lines Account Manager
Syracuse, NY · On-site
$24 - $28/hr
Medical
Dental
Vision
Life
Retirement
PTO
Maintain documentation in agency management systems such as Sagitta ImageRight or similar platforms * Ensure compliance with underwriting guidelines internal procedures and policy accuracy standards
Associate Account Executive
Camden, NJ · Hybrid
$125K - $140K/yr
Medical
Dental
Retirement
PTO
Experience with Sagitta or other large agency management system preferred. * Strong problem solving, interpersonal, financial, analytical, verbal and written communication skills. * Exceptional ...
Associate Account Executive
Camden, NJ · Hybrid
$125K - $140K/yr
Medical
Dental
Retirement
PTO
Experience with Sagitta or other large agency management system preferred. * Strong problem solving, interpersonal, financial, analytical, verbal and written communication skills. * Exceptional ...
Surety Account Manager
Tacoma, WA · On-site
$36 - $47/hr
Medical
Dental
Vision
Life
Retirement
PTO
Maintain complete and accurate records in Erlon, Sagitta, and ImageRight * Ensure documentation and processes comply with company standards and carrier requirements * Participate in assigned training ...
Surety Account Manager
Tacoma, WA · On-site
$36 - $47/hr
Medical
Dental
Vision
Life
Retirement
PTO
Maintain complete and accurate records in Erlon, Sagitta, and ImageRight * Ensure documentation and processes comply with company standards and carrier requirements * Participate in assigned training ...
Personal Lines Account Specialist
Syracuse, NY · On-site
$24 - $28/hr
Medical
Dental
Vision
Life
Retirement
PTO
Maintain documentation in agency management systems such as Sagitta ImageRight or similar platforms * Ensure compliance with underwriting guidelines internal procedures and policy accuracy standards
Personal Lines Account Specialist
Syracuse, NY · On-site
$24 - $28/hr
Medical
Dental
Vision
Life
Retirement
PTO
Maintain documentation in agency management systems such as Sagitta ImageRight or similar platforms * Ensure compliance with underwriting guidelines internal procedures and policy accuracy standards
Surety Account Manager
Tacoma, WA · Hybrid
$36 - $47/hr
Medical
Dental
Vision
Life
Retirement
PTO
Maintain complete and accurate records in Erlon, Sagitta, and ImageRight * Ensure documentation and processes comply with company standards and carrier requirements * Participate in assigned training ...
Surety Account Manager
Tacoma, WA · Hybrid
$36 - $47/hr
Medical
Dental
Vision
Life
Retirement
PTO
Maintain complete and accurate records in Erlon, Sagitta, and ImageRight * Ensure documentation and processes comply with company standards and carrier requirements * Participate in assigned training ...
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
Surety Account Manager
Tacoma, WA · Hybrid
$36 - $47/hr
Medical
Dental
Vision
Life
Retirement
PTO
Maintain complete and accurate records in Erlon, Sagitta, and ImageRight * Ensure documentation and processes comply with company standards and carrier requirements * Participate in assigned training ...
Surety Account Manager
Tacoma, WA · Hybrid
$36 - $47/hr
Medical
Dental
Vision
Life
Retirement
PTO
Maintain complete and accurate records in Erlon, Sagitta, and ImageRight * Ensure documentation and processes comply with company standards and carrier requirements * Participate in assigned training ...
Account Manager, Private Client Group
Camden, NJ · On-site
$80K - $100K/yr
Medical
Dental
Retirement
PTO
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 · On-site
$80K - $100K/yr
Medical
Dental
Retirement
PTO
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 ...
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 is a Sagitta?
What are the key skills and qualifications needed to thrive as a Sagitta insurance software specialist?
What types of projects or clients does a Sagitta insurance software specialist typically work with?
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 categories do people searching Sagitta jobs look for?
The top searched job categories for Sagitta jobs are:

Full-time
Re-posted 11 days ago
CBIZ rating
8.0
Based on 57 frontline employees who took The Breakroom Quiz
12th of 22 rated bookkeepers and accountants
Job description
#LI-CM #LI-Hybrid
Responsibilities
Overview:
The Commercial Lines Producer serves as a true hunter and front-line revenue driver for CBIZ, responsible for generating net-new business and expanding market presence. This individual owns the full sales cycle from prospecting to close, leveraging a highly proactive, business development mindset to build a strong pipeline and secure new client partnerships. The ideal candidate brings a proven track record in B2B commercial sales, thrives in a competitive environment, and demonstrates the ability to influence decision-makers while delivering tailored risk management and insurance solutions.
Essential Functions and Primary Duties
- Drive new business revenue by executing a full-cycle sales approach, including:
- Cold calling and outbound prospecting
- Discovery and consultative sales conversations
- Setting and leading client appointments
- Negotiating terms and closing deals
- Consistently achieve or exceed annual new revenue and production goals
- Build and maintain a robust pipeline of qualified commercial prospects through:
- Personal networks and referrals
- Centers of influence (COIs)
- Internal partnerships and cross-sell opportunities
- Marketing and lead generation initiatives
- Position CBIZ as a trusted advisor by delivering consultative, solution-based recommendations tailored to clients' commercial risk and insurance needs
- Develop and cultivate executive-level relationships with key decision-makers across target organizations
- Effectively track all sales activity, pipeline progression, and client interactions within Salesforce
- 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, including won/lost opportunities and key drivers
- Lead seamless handoff of new clients to the client service team while maintaining strategic oversight of the relationship
- Collaborate with internal teams to deliver an exceptional client experience and identify cross-selling opportunities across CBIZ service lines
- Provide market intelligence to leadership, including competitive insights, pricing trends, and emerging opportunities
- Maintain a disciplined, self-driven approach to prospecting, pipeline management, and personal production growth
Preferred Qualifications
- Bachelor's Degree preferred
- Active Property & Casualty (P&C) License required or ability to obtain
- Proven success in B2B commercial sales, ideally within insurance brokerage or related professional services
- Experience using Salesforce
- Experience with Sagitta or similar P&C agency management systems (preferred)
Qualifications
Minimum Qualifications
- High School Diploma or GED equivalent
- Some relevant industry experience
- Must obtain required licenses/credentials
- Superior command of verbal, written, presentation, and negotiation skills
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
- Must be able to travel based on client and business needs
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