Junior Underwriter, Sales Representative
Pinnacle Life Group
Jan 2026 - Jul 2026 (7 months)
• Managed high-volume lead lists, ensuring accurate handling, organization, and qualification of potential clients.
• Conducted daily follow-ups with leads regarding mortgage protection policies, providing clear guidance and pre-screening support.
• Contacted over 200 leads per day to schedule appointments with senior underwriters and complete initial screening processes.
• Maintained CRM accuracy by uploading and updating detailed lead profiles with meticulous attention to data quality.
• Supported team operations by managing supervisor calendars, coordinating time-zone-sensitive appointments, and training new hires on CRM, phone setup, and onboarding procedures.