Raymond James · 5 hours ago
Client Onboarding & Case Management Specialist (Insurance)
Wheaton, IL
Full-time
Onsite
Entry, Mid Level
$45K/yr - $85K/yr
2+ years expFoundation Wealth Strategies is looking for a Case Manager & Insurance Onboarding Specialist who is client-focused and thrives in a fast-paced financial services environment. This role is responsible for managing the end-to-end process of insurance applications and client onboarding, ensuring accuracy, compliance, and exceptional client service.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Hiring Manager
Leslie S, PHR, SHRM CP
Responsibilities
Prepare, review, and submit life, disability, and long-term care insurance applications that have been closed
Track application progress and proactively follow up with carriers, clients, and the writing agent
Ensure all documentation is complete and compliant with regulatory standards
Guide clients through the onboarding process, explaining forms and requirements
Collect and verify client information for insurance and financial accounts
Maintain accurate records in CRM and insurance platforms
Serve as the primary point of contact for clients during the application process
Communicate updates to advisors and resolve any issues promptly
Coordinate medical exams, underwriting requirements, and policy delivery
Ensure adherence to FINRA, SEC, and insurance carrier guidelines
Maintain organized files for audits and regulatory reviews
Qualification
Required
Life and Health Insurance License
2+ years of experience in insurance case management or financial services
Strong knowledge of life and health insurance products
Excellent organizational and communication skills
Ability to manage multiple cases in a fast-paced environment
Proficiency in Microsoft Office and CRM systems
Preferred
Bachelor's degree preferred (or equivalent years of job-related experience)
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
Private Banker International
2026-01-17
2026-01-16
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