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Raymond James · 3 weeks ago

Client Onboarding & Case Management Specialist (Insurance)

Chicago, Illinois - United States

Full-time

Onsite

Entry, Mid Level

$45K/yr - $85K/yr

2+ years exp

Raymond James is a financial services company seeking a Case Manager & Insurance Onboarding Specialist to manage the end-to-end process of insurance applications and client onboarding. This role requires a detail-oriented individual responsible for ensuring accuracy, compliance, and exceptional client service throughout the application process.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

Responsibilities

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

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

LifeHealth Insurance LicenseInsurance case managementInsurance productsCRM systemsManage multiple casesMicrosoft OfficeCommunication skillsOrganizational skills