Anthony P. L.
Insurance Partnership Leader | Carrier Onboarding, Territory Growth & CRM Optimization | 92% Retention | $80K Monthly WP
- Role
- Sr P & C Insurance Producer at Sunmark Credit Union
- Location
- Albany, NY, US
- LinkedIn followers
- 500 followers
About Anthony P. L.
With 8 years in insurance and 15+ years in sales, finance, and partner management, I specialize in building and scaling high-value carrier partnerships that drive growth, retention, and market expansion. I manage a $4.2M book of business, generating approximately $80K in new written premium each month, and deliver measurable results through partner onboarding, enablement, and performance optimization.I’ve led the implementation of Applied Epic CRM, DocuSign, and integrated marketing automation, cutting policy issuance turnaround from days to minutes and increasing carrier reporting accuracy to 99%. By combining process optimization with data-driven partner engagement, I’ve consistently exceeded production goals by 30%+ and maintained a 92% retention rate.I thrive in dynamic, tech-driven environments where customer experience, transparency, and efficiency are top priorities. Whether launching a new territory, enabling a carrier partnership, or improving operational workflows, my focus is always on delivering measurable value for both partners and clients.Specialties: Agency & Carrier Partnerships, Territory Launch, CRM Implementation, Workflow Optimization, KPI Reporting, Cross-Sell/Upsell Strategies, Cross-Functional Collaboration
Experience
Sr P & C Insurance Producer
Jul 2017 — Present
Education
State University of New York Cortland
Psychology
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