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Client Onboarding & Insurance Lead

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: Raymond James
Full Time position
Listed on 2026-01-27
Job specializations:
  • Insurance
    Insurance Sales, Health Insurance, Risk Manager/Analyst
Job Description & How to Apply Below
Position: Client Onboarding & Insurance Experience Lead
A financial services company is hiring a Case Manager & Insurance Onboarding Specialist to manage insurance applications and client onboarding processes. The ideal candidate will thrive in a fast-paced environment and possess strong organizational and communication skills. Required qualifications include a Bachelor's degree (preferred), a Life and Health Insurance License, and 2+ years of experience in financial services or insurance management.

The role requires proficiency in CRM systems and Microsoft Office.
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