Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Leonardo Khachoo

Burbank,CA

Summary

Motivated and newly licensed Property & Casualty (P&C) insurance broker, eager to begin a career in sales. Equipped with a strong foundation in insurance principles, policy coverage, and underwriting processes. Skilled in building client relationships, identifying coverage needs, and delivering tailored insurance solutions. Highly driven to contribute to team success, meet sales targets, and provide exceptional customer service. Looking to leverage my license and communication skills in a dynamic sales environment, while continuing to grow professionally within the insurance industry.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Insurance Agency Operations & Client Relations

Loris Moradian Insurance Agency
Glendale, CA
03.2024 - 07.2024

At the insurance agency, I gained firsthand experience in the day-to-day responsibilities of an insurance agent, as well as the extensive communication required with clients. Before obtaining my license, I performed various tasks such as conducting on-site inspections for HOAs, filling out applications to obtain quotes, and managing incoming client calls. These duties provided me with valuable insight into the brokerage business and a solid foundation in agency operations.

Client Relations & Case Management

Avian Law Group
Burbank , CA
07.2023 - 03.2024

Working at Avian Law Group, a personal injury law firm, I learned to manage demanding clients while understanding the importance of client satisfaction. This role provided me with insight into the behind-the-scenes operations involved in case management, including obtaining various records, filing claims, and coordinating multiple tasks to ensure successful case progression. These skills reinforced my understanding that detailed processes and thorough organization are crucial across many industries.

Customer Service & Accounting Associate

Avian Premium Finance Company
Glendale, CA
05.2022 - 06.2023

While working at Avian Premium Finance, I developed a strong understanding of the back-end processes of commercial insurance policies. I honed my problem-solving skills by independently investigating and resolving account discrepancies and numerical issues. This experience required me to deeply analyze and balance complex accounts, consistently identifying and addressing in-depth issues. These challenges enhanced my ability to think critically and develop solutions across a variety of operational tasks.

Education

Burbank High School
Burbank, CA
05-2024

Associate of Science - Political Science

Pasadena City College
Pasadena, CA

Skills

  • Account Management
  • Customer Support
  • Competitor Analysis
  • Insurance Knowledge
  • Customer Relationship Management
  • Negotiation Skills
  • Cross Selling
  • Client Communication
  • Problem Solving
  • Commercial Insurance Knowledge
  • Brokerage Operations
  • Case Management
  • Critical Thinking
  • Organizational Skills
  • Numerical Analysis
  • Client Satisfaction Focus

Certification

  • Property and Casualty License - CA #4406976, Department of Insurance.

Timeline

Insurance Agency Operations & Client Relations

Loris Moradian Insurance Agency
03.2024 - 07.2024

Client Relations & Case Management

Avian Law Group
07.2023 - 03.2024

Customer Service & Accounting Associate

Avian Premium Finance Company
05.2022 - 06.2023

Burbank High School

Associate of Science - Political Science

Pasadena City College
Leonardo Khachoo