• Client Onboarding & Case Management Specialist…

    Raymond James Financial, Inc. (Wheaton, IL)


    Foundation Wealth Strategies is hiring an outgoing and friendly Case Manager & Insurance Onboarding Specialist who is client-focused and can thrive in a fast-paced financial services office located in the Western suburbs of Chicago, IL.

     

    The Case Manager & Insurance Onboarding Specialist is responsible for managing the end-to-end process of insurance applications and client onboarding. This role ensures accuracy, compliance, and timely execution of all insurance-related cases while delivering exceptional client service. The ideal candidate will be detail-oriented, organized, and skilled at coordinating between clients, advisors, and insurance carriers.

    Key Responsibilities

    + **Insurance Application Management:**

    + Prepare, review, and submit life, disability, and long-term care insurance applications.

    + Track application progress and proactively follow up with carriers and clients.

    + Ensure all documentation is complete and compliant with regulatory standards.

    + **Client Onboarding:**

    + 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.

    + **Case Coordination:**

    + 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.

    + **Compliance & Documentation:**

    + Ensure adherence to FINRA, SEC, and insurance carrier guidelines.

    + Maintain organized files for audits and regulatory reviews.

    Qualifications

    + Bachelor’s degree preferred (or equivalent years of job-related experience)

    + 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.

     

    _Foundation Wealth Strategies and its employees are_ **_independent contractors with respect to Raymond James_** _; not employees of Raymond James. The term “Raymond James” includes but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates._