Anthony P. Liguori

Sunmark Insurance Services, Latham, NY (remote)

• Built a personal lines book from zero to over $4.2M in written premium: about 1,950 households and 3,630 policies, with 92% retention.
• Wrote more than $650K in new premium in each of 2023, 2024 and 2025, against a $600K annual target.
• Run every step of new business myself: referral intake, multi-carrier quoting in PL Rater, applications in Applied Epic, and binding.
• Manage complex accounts, including landlords and income-property investors with $30K+ in annual premium, organized across LLCs and individual ownership.
• Saw the need for e-signature, made the case to management, and led the agency's DocuSign rollout and staff training, replacing paper applications.
• Trained credit union branch managers and staff to spot and refer insurance needs, and built referral relationships with local realtors.
• The go-to person for CSRs and a junior producer on coverage, carrier guidelines and underwriting questions.

Sunmark Credit Union, Latham, NY

• Ran outbound campaigns selling financial products to credit union members, beating sales targets with needs-based selling.
• Drove CRM adoption for lead tracking, reporting and campaign execution.
• Worked with underwriting, marketing and operations to improve member-facing workflows.

Destination Kia (owned by Pamal Broadcasting), Albany, NY

• Structured financing and warranty packages, working with partner lenders to improve approval rates.
• Streamlined the deal-closing process to shorten delivery times.

Northway Motor Car Corporation, Latham, NY

• Ranked in the top 10 for sales in the NY/NJ region and was recognized nationally as a Scion brand ambassador.
• Managed fleet and high-volume accounts.