Senior Business Applications Specialist | Property & Casualty

View More Jobs Senior Business Applications Specialist | Property & Casualty United States (Remote) Be the First to Apply Apply Now Job Info Job Identification 5754 Posting Date 06/10/2026, 10:41 AM Locations 44 Baltimore St, Cumberland, MD, 21502, US (Remote) Base Range Info Compensation for this role will be based on the background of the individual selected for this position. For more details see the "About Us" section. Base Range $60,000 - $80,000 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. 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 #LI-KW1 #LI-Remote 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. Notice to Candidates Requiring Sponsorship At this time, CBIZ is not engaging with applicants who require sponsorship. Compensation & Benefits The specific compensation for this role will be determined based on the education, experience, geographical location, and skill set of the individual selected for this position. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more. This posting will remain open for a minimum of three days and may close at any time thereafter. Notice to Third-Party Agencies CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of

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will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity. Reasonable Accommodation If you are a qualified individual with a disability, you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com . Equal Opportunity Employer CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights . Apply Now Legend Jobs at a location Group of locations © Oracle Corporation Terms Legal Notices Use control and scroll to zoom the map Use two fingers to move the map 44 Baltimore St, Cumberland, MD, 21502, US Copy to Clipboard Similar Jobs National Director of Client Service Operations | Property & Casualty Kansas City, MO, United States and 5 more (Hybrid) Posted on 06/03/2026 National Practice Leader, Real Estate | Property & Casualty Kansas City, MO, United States (Hybrid) Posted on 03/05/2026 Be the First to Apply Commercial Insurance Account Executive | Property & Casualty Kansas City, MO, United States and 4 more (Hybrid) Posted on 06/05/2026 Be the First to Apply National Practice Leader, Construction | Property & Casualty Kansas City, MO, United States (Hybrid) Posted on 11/25/2025 Be the First to Apply See More Jobs