Anthony P. Liguori

Professional Summary

Agency-side P&C operator with daily, hands-on fluency in the workflows InsurTech is trying to modernize. Built a $4.6M book of business from zero at Sunmark Insurance Services, currently maintaining 92% retention across ~1,950 clients and ~3,900 policies. Daily user of Applied Epic and PL Rater; led the agency-wide DocuSign rollout from pitch through implementation. Internal subject matter expert for CSRs and junior producers. Active NY P&C License (Personal & Commercial Lines) plus CPIA designation. Fully remote since 2017.

I know what makes agencies adopt new tools, what makes producers ignore them, and where carrier appetite, rate environment, and workflow friction actually live. That's the perspective I'm bringing to a Solutions Consultant, Channel Partner Manager, or Mid-Market AE role at an insurance technology company.

What I'm Looking For

        Target Roles
        Solutions Consultant / Pre-Sales Consultant
Channel Partner Manager / Agency Enablement
Mid-Market or Enterprise Account Executive
Strategic Business Development

      

        Target Sectors
        InsurTech (agency platforms, distribution tech, AI/automation)
B2B SaaS selling to insurance carriers, agencies, or MGAs
FinTech where insurance domain knowledge is a real edge

      

        Work Setup
        Fully remote (remote since 2017 — proven track record)
Open to hybrid within Albany, NY commuting distance
Low-travel preferred; comfortable with periodic on-site for QBRs

      

Why InsurTech

        Agency Tech Adoption — Champion, Not Spectator
        Identified the operational case for DocuSign, built the pitch to management, and led the agency-wide rollout and staff training
Eliminated paper-based application workflows; significantly reduced policy issuance time
The exact profile InsurTech vendors want inside the agencies they're selling to

      

        Channel & Partnership Development
        Built a referral channel inside a credit union from zero — trained branch managers, teller teams, and call center staff to identify and refer insurance opportunities
Developed strategic referral partnerships with realtors and real estate professionals
Owned the full lifecycle: prospecting, onboarding, performance feedback, ongoing enablement

      

        Agency-Side Operator Knowledge
        Daily risk placement across a 10-carrier panel: Travelers, Safeco, NYCM, Progressive, Plymouth Rock, Preferred Mutual, Sterling, Dryden, National General, Leatherstocking
Deep understanding of carrier appetite shifts, rate environment, and the friction points where agents say no to new tools
Daily Applied Epic + PL Rater user — fluent in the AMS and rater workflows insurtech products integrate with or replace

      

        Consultative, Complex Sales
        Built $4.6M book from zero through consultative selling and proactive pipeline management
Manage complex multi-policy accounts including landlord and income property investors with $30K+ annual premium across LLCs and individual structures
92% retention across ~1,950 clients / ~3,900 policies — relationship-driven, not transactional

      

Experience

Senior P&C Insurance Producer July 2017 – Present

Sunmark Insurance Services · Latham, NY (Remote)

Championed and led the agency's transition to DocuSign — identified the operational need, built the business case for management, drove implementation, and trained staff. Eliminated paper-based application workflows and significantly reduced policy issuance time.
Built and ran an internal referral channel inside Sunmark Credit Union — developed relationships with branch managers, trained teller teams and call center staff to identify and refer insurance opportunities. Effectively designed and operated a channel enablement program inside a financial institution.
Built a personal lines book of business from zero to $4.6M in written premium over 9 years through consultative selling, proactive pipeline management, and strategic referral development.
Maintain 92% client retention across ~1,950 clients and ~3,900 policies (~1.9 policies/household) through relationship-driven account management and proactive coverage reviews.
Make independent risk placement decisions across a 10-carrier panel: Travelers, Safeco, NYCM, Progressive, Plymouth Rock, Preferred Mutual, Sterling, Dryden, National General, Leatherstocking.
Manage complex accounts with B2B-equivalent sales cycles, including investors with $30K+ annual written premium and multi-policy structures spanning LLCs and individual ownership.
Serve as the primary subject matter expert and informal mentor for CSRs and a junior producer on coverage questions, carrier guidelines, and risk placement decisions — daily.
Daily user of Applied Epic (AMS) and PL Rater (carrier submissions); participated in the agency's Applied Epic training and rollout.

Sales Development Specialist April 2015 – July 2017

Sunmark Credit Union · Latham, NY

Designed and executed outbound campaigns targeting credit union members for financial products, exceeding sales targets through consultative, needs-based selling.
Drove CRM adoption for lead tracking, reporting, and campaign execution — increasing sales velocity and pipeline visibility.
Coordinated with underwriting, marketing, and operations teams to optimize workflows and improve member experience.

Earlier — Sales Leadership in Auto & Finance 2008 – 2015

Pamal Broadcasting (F&I Manager) · Northway Motor Car (Scion Sales Manager)

Achieved top-10 NY/NJ regional sales ranking; nationally recognized as a Scion brand ambassador.
Managed B2B fleet partnerships and high-volume accounts; structured financing and warranty packages, negotiating terms with partner lenders to improve approval rates.

Target Roles

Target Sectors

Work Setup

Agency Tech Adoption — Champion, Not Spectator

Channel & Partnership Development

Agency-Side Operator Knowledge

Consultative, Complex Sales

Insurance Domain

Sales & Channel

Tools (Daily Use)