Grace Moreira
St. Cloud,FL
Summary
Administrative and insurance professional in Central Florida. Experienced in customer support, schedule management, and handling confidential information. Proven ability to blend administrative duties with sales activities, contributing to the team's success in meeting national quotas. Specialized in client relations, document management, and problem-solving, with a strong focus on exceeding expectations and partnering effectively with leadership to ensure seamless daily operations. Seeking to leverage these skills while in college with a part-time opportunity.
Overview
4
4
Certifications
3
3
years of professional experience
Work History
Insurance Broker
Pinnacle Life Group
07.2026 - Current
- Assisted clients remotely with a range of life insurance products.
- Customized life insurance products based on budget, age, and financial needs.
- Educated clients on different kinds of life, health, and retirement policies.
- Facilitated the submission of policies and applications for clients.
- Supported insurance carriers by obtaining required signatures/documents and resolving outstanding requests.
Life Specialist/Customer Service
State Farm
10.2025 - 07.2026
- Executed a blend of administrative duties and sales activities.
- Answered coverage questions and educated clients on their policy.
- Cold called 50+ prospects a day and generated sales and policy review appointments.
- Contributed to the team in achieving the national sales quota for the first time in over a decade. Got recognition from the sales leader.
Insurance Broker
Cross Insurance
05.2025 - 08.2025
- Analyzed clients' financial requirements to provide suitable life insurance policies.
- Ensured the completion of all necessary documentation and assisted clients with inquiries regarding insurance carriers.
Office Assistant
Proklean Carpet Cleaning
Orlando, Florida
01.2024 - 03.2024
- Provided comprehensive administrative support to management.
- Managed agenda follow-up and scheduling.
- Reviewed and organized documents, files, and invoices.
Education
Associate of Arts - Business
Valencia College
Orlando, FL09.2026
Florida Insurance College - Insurance licenses
Florida Insurance College
Florida09.2025
High School Diploma -
Lake Nona High School
Orlando, FL05.2025
Skills
- Budgeting
- Financial needs analysis
- CRM management
- Sales skills
- Negotiation
- Customer Service
- Follow-ups
- Administrative Assistance
- Confidentiality
- Insurance sales
- Customer service
- Policy analysis
- Cold calling
- Solution Oriented
- Computer Programs
- Teamwork
Certification
2-14 Resident Life, Including Annuities & Variable Contracts. (Active in Florida, North Carolina, and Arkansas)
Languages
- English, Native
- Portuguese, Intermediate
Timeline
Insurance Broker
Pinnacle Life Group
07.2026 - Current
Life Specialist/Customer Service
State Farm
10.2025 - 07.2026
Insurance Broker
Cross Insurance
05.2025 - 08.2025
Office Assistant
Proklean Carpet Cleaning
01.2024 - 03.2024
Associate of Arts - Business
Valencia College
Florida Insurance College - Insurance licenses
Florida Insurance College
High School Diploma -
Lake Nona High School