Client Onboarding & Case Management Specialist (Insurance)
Raymond James & Associates, Inc., Research Division(2 months ago)
About this role
Foundation Wealth Strategies is hiring a Case Manager & Insurance Onboarding Specialist to join its financial services office in the western suburbs of Chicago, IL. The role is a client-facing position within the firm's wealth management practice, supporting insurance and onboarding operations. It requires working closely with advisors, clients, and insurance carriers while maintaining accurate records and compliance standards.
Required Skills
- Insurance Applications
- Client Onboarding
- Case Coordination
- Regulatory Compliance
- Underwriting
- Policy Delivery
- CRM
- Microsoft Office
- Communication
- Organization
Qualifications
- Bachelor's Degree
- Life and Health Insurance License
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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