Client Onboarding & Case Management Specialist (Insurance)

Job Description

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 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.
• 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.

Education

Work Experience

Certifications

Salary Range

Travel

Workstyle

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. 
We expect our associates at all levels to:
•  Grow professionally and inspire others to do the same
•  Work with and through others to achieve desired outcomes
•  Make prompt, pragmatic choices and act with the client in mind
•  Take ownership and hold themselves and others accountable for delivering results that matter
•  Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.