Anthony P. Liguori — P&C Insurance Professional

Professional Summary

P&C Insurance professional with 9 years of experience building and managing a $4.6M book of business across a multi-carrier panel. Deep fluency in independent agency workflows, carrier distribution channels, and agent decision-making. Proven track record developing high-value referral partnerships, driving product adoption, and maintaining 92% client retention. Fully remote since 2017.

Key Highlights

        Agency Channel Expertise
        Daily risk placement across Travelers, Safeco, Progressive, NYCM, Plymouth Rock, and 6+ additional carriers
Deep understanding of producer and carrier-side incentives
Fluent in how agents evaluate new carrier relationships: appetite, quoting ease, commissions

      

        Partnership Development
        Built a strategic referral pipeline through credit union branch staff, teller teams, and call center personnel — cultivated from zero
Managed full partnership lifecycle: prospecting, onboarding, performance monitoring, and ongoing enablement

      

        Data-Informed Management
        Tracked policy-per-household metrics (~1.9/household across ~1,950 clients) to identify cross-sell opportunities
Applied the same rigor to referral channel performance — measuring source quality, not just volume

      

        Product & Process Adoption
        Led agency-wide DocuSign rollout, eliminating paper-based workflows and reducing policy issuance time
Internal subject matter expert for CSRs and junior producers on coverage and carrier guidelines

      

Experience

Senior P&C Insurance Producer July 2017 – Present

Sunmark Insurance Services · Latham, NY (Remote)

Built a 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.
Manage complex accounts with B2B-equivalent sales cycles, including clients with $30K+ annual written premium and investors managing large income property portfolios and LLCs.
Make independent risk placement decisions across a 10+ carrier panel: Travelers, Safeco, NYCM, Progressive, Plymouth Rock, Preferred Mutual, Sterling, Dryden, National General, Leatherstocking.
Developed and maintained a high-quality inbound referral pipeline through strategic relationships with credit union branch staff, teller teams, and call center personnel.
Drove agency-wide adoption of DocuSign to eliminate paper-based application processes, significantly reducing policy issuance time and improving agent experience.
Serve as the primary subject matter expert and mentor for CSRs and junior producers on coverage questions, carrier guidelines, and risk placement decisions.
Maintain deep, ongoing knowledge of carrier appetite changes, rate environment shifts, and market conditions — translating that intelligence into client and referral partner guidance.

Skills & Tools

Industry

P&C Insurance Personal Lines Commercial Lines Independent Agency Carrier Distribution Risk Placement Agency Enablement

Partnership & Sales

Channel Development Account Management Referral Pipelines Consultative Selling Onboarding Retention Strategy

Tools

Applied Epic PL Rater DocuSign Constant Contact Microsoft Office