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
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)
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 ...
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 ...
Workers Compensation Claims Consultant
Portland, OR · On-site
$80K - $110K/yr
Documentation and diary maintenance on key claims in Sagitta and ImageRight * Function as back-up for other WC Claims Team members * Provide assistance to clients seeking to enhance their return-to ...
Workers Compensation Claims Consultant
Portland, OR · On-site
$80K - $110K/yr
Documentation and diary maintenance on key claims in Sagitta and ImageRight * Function as back-up for other WC Claims Team members * Provide assistance to clients seeking to enhance their return-to ...
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 ...
Experience with Sagitta or similar P&C agency management systems (preferred)
Experience with Sagitta or similar P&C agency management systems (preferred)
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 ...
Account Executive
New York, NY · On-site
$175K - $240K/yr
Experience with Sagitta or other large agency management system preferred. * Strong interpersonal, financial, analytical, verbal and written communication skills. * Exceptional organization and ...
Account Executive
New York, NY · On-site
$175K - $240K/yr
Experience with Sagitta or other large agency management system preferred. * Strong interpersonal, financial, analytical, verbal and written communication skills. * Exceptional organization and ...
Account Executive
Camden, NJ · On-site
$125K - $200K/yr
Experience with Sagitta or other large agency management system preferred. * Strong interpersonal, financial, analytical, verbal and written communication skills. * Exceptional organization and ...
Account Executive
Camden, NJ · On-site
$125K - $200K/yr
Experience with Sagitta or other large agency management system preferred. * Strong interpersonal, financial, analytical, verbal and written communication skills. * Exceptional organization and ...
Account Manager
Camden, NJ · On-site
$70K - $90K/yr
Oversee accuracy of data in Sagitta and WorkSmart. Requirements * Bachelor's degree or equivalent work experience preferred. * Three to seven years of Commercial Multi-line Property & Casualty ...
Account Manager
Camden, NJ · On-site
$70K - $90K/yr
Oversee accuracy of data in Sagitta and WorkSmart. Requirements * Bachelor's degree or equivalent work experience preferred. * Three to seven years of Commercial Multi-line Property & Casualty ...
... Sagitta, BenefitPoint, ImageRight). • Strong knowledge of ITIL processes, ticketing systems, and escalation management. • Proficiency in project management tools (Microsoft Project, Jira, Trello ...
... Sagitta, BenefitPoint, ImageRight). • Strong knowledge of ITIL processes, ticketing systems, and escalation management. • Proficiency in project management tools (Microsoft Project, Jira, Trello ...
Senior Surety Account Manager
Tacoma, WA · Hybrid
$36 - $47/hr
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 ...
Senior Surety Account Manager
Tacoma, WA · Hybrid
$36 - $47/hr
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 ...
License Insurance Agent
Santa Ana, CA · On-site
$21 - $35/hr
... 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
... Sagitta, and/or AMS 360 systemsSupport overall client service and account management activitiesJob Requirements:Active California Life & Health License requiredBilingual in English and Spanish ...
Senior Surety Account Manager
Tacoma, WA · Hybrid
$36 - $47/hr
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 ...
Senior Surety Account Manager
Tacoma, WA · Hybrid
$36 - $47/hr
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
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
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 ...
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
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?
As of Sep 6, 2026, the average yearly pay for sagitta in the United States is $44,728.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $46,500.00 per year, depending on experience, location, and employer.
What is a Sagitta?
Sagitta professionals are specialists who work with the Sagitta insurance management software, which is used by insurance agencies and brokerages to manage policies, client information, billing, and other critical business operations. Their responsibilities typically include system administration, customization, troubleshooting, data migration, user training, and ensuring the software integrates smoothly with other business tools. They play a key role in optimizing workflow efficiency and maintaining data integrity within insurance organizations. Sagitta professionals may work as internal IT specialists or as consultants for agencies using the Vertafore Sagitta platform.
What are the key skills and qualifications needed to thrive as a Sagitta insurance software specialist?
To thrive as a Sagitta insurance software specialist, you need a solid understanding of insurance operations, data management, and experience with agency management systems, often supported by relevant insurance or IT certifications. Familiarity with the Sagitta platform, Applied Systems software, and related data integration tools is typically required. Strong analytical thinking, attention to detail, and effective communication skills help in troubleshooting issues and collaborating with both technical and non-technical stakeholders. These skills ensure efficient management of insurance processes, data accuracy, and successful system implementation or support.
What types of projects or clients does a Sagitta insurance software specialist typically work with?
As a Sagitta insurance software specialist, you will often work with insurance agencies, brokers, or carriers who rely on the Sagitta management system to handle policy administration, client data, and workflow automation. Projects can range from system implementation and data migration to customizing workflows and integrating third-party tools. Collaboration with account managers, IT teams, and end users is common to ensure that the system meets business requirements and regulatory compliance. This role offers opportunities to deepen your expertise in insurance technology and progress toward more senior IT or project management positions.
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.
More about Sagitta jobs
What job categories do people searching Sagitta jobs look for?
The top searched job categories for Sagitta jobs are:
Full-time
Re-posted yesterday
Key responsibilities
Generate new business revenue by executing a full-cycle sales approach, including prospecting, discovery, negotiations, and closing deals.
Build and maintain a pipeline of qualified commercial prospects through various sources such as networks, referrals, and marketing initiatives.
Collaborate with internal teams to ensure a seamless client onboarding process and identify cross-selling opportunities.
CBIZ rating
8.1
Based on 58 frontline employees who took The Breakroom Quiz
13th of 23 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