Overview
Personal Summary
Work History
Education
Skills
Certification
Languages
Education
Timeline

Grace Moreira

Pinnacle Life Group
St. Cloud,FL
3
years of professional experience
4
Certifications

Administrative and insurance professional based in Central Florida with experience in sales, administrative support, and client relations. Skilled in schedule management, handling confidential information, document management, problem-solving, and maintaining professional client relationships. Proven ability to work effectively as part of a team and contribute to meeting national sales goals. Currently seeking a part-time opportunity to build upon existing skills, develop new ones, and gain valuable professional experience while pursuing a college education.

Work History

Insurance Broker

4 Months
Pinnacle Life Group | 06.2026 - Current
  • Assisted and educated clients remotely with a range of life insurance products.
  • Customized life insurance products based on budget, age, and financial needs.
  • Supported the needs of insurance carriers and policy holders by obtaining required signatures/documents and resolving outstanding requests.

Life Specialist/Customer Service

9 Months
State Farm | 09.2025 - 06.2026
  • Oversaw all life and financial planning products in the office and assisted with administrative duties.
  • 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. Received recognition from the company's sales leader.

Insurance Broker

3 Months
Cross Insurance | 04.2025 - 07.2025
  • 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

2 Months
Proklean Carpet Cleaning | 12.2023 - 02.2024
  • Provided comprehensive administrative support to management.
  • Managed daily tasks, including follow-ups and scheduling.
  • Reviewed and organized documents, files, and invoices.

Education

- Business

Valencia College | 05-2027

High School Diploma

Lake Nona High School | 05.2025

Skills

Financial needs analysis
Customer Service
Follow-ups and scheduling
Administrative Assistance
Confidentiality
Insurance sales
Customer service
Cold calling
Computer Programs
Teamwork

Certification

2-14 Resident Life, Including Annuities & Variable Contracts. (Active in Florida, North Carolina, and Arkansas)

Languages

  • English, Native.
  • Portuguese, Intermediate.

Education

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Timeline

Insurance Broker

Pinnacle Life Group
06.2026 - CurrentRead More

Life Specialist/Customer Service

State Farm
09.2025 - 06.2026Read More

Insurance Broker

Cross Insurance
04.2025 - 07.2025Read More

Office Assistant

Proklean Carpet Cleaning
12.2023 - 02.2024Read More

Valencia College

from Business
Read More

Lake Nona High School

High School Diploma
Read More
Grace Moreira