Bilingual Life Insurance Donor Coordinator

Full time Permanent

Location: Hybrid, Montreal, QC

Hours: Monday - Friday, Core Hours 9:00 am - 5:00pm (40 hrs./week). Client is flexible with schedule

Salary: Up to $85K

Company:

Our client converts life insurance policies into funding that supports cutting-edge medical research. Their programs provide critical support to patients and fund advancements in cancer, cardiology, pediatric spine disorders, gastroenterology, allergy, pregnancy, inflammation, and mental health. They are a high-performing, mission-driven organization that thrives on challenge, resilience, and creativity. If you're ready to work with purpose and make a measurable difference.

Perks:

• Competitive salary and flexible work options.
• Flexible schedule for personal time off and appointments.
• Can work remotely.
• Growth potential.
• Company paid Investment courses and training - public speaking.
• A meaningful opportunity to change lives through philanthropy.
• A collaborative and purpose-driven workplace.
• Professional development opportunities in an emerging space at the intersection of finance, health, and charitable giving.
• 3 weeks' vacation

Summary:

As a Donation Success Coordinator, you will take full ownership of the donation process 10% from initial triage through to successful policy onboarding and tax receipting. You will serve as the key point of contact for both donors and their financial advisors, ensuring that each policy donation is thoroughly assessed, efficiently managed, and successfully completed.

Responsibilities:

Triage & Evaluation

• Review and prioritize incoming donation inquiries.
• Assess completeness and suitability of initial donor information.
• Coordinate early-stage screening with financial and medical partners.

Medical Underwriting Coordination

• Work with medical underwriters and APS (attending physician statement) providers to obtain and manage medical records.
• Ensure underwriting results are documented clearly and on time.

Donation Decisioning

• Build and document internal recommendation cases.
• Apply financial and actuarial criteria (e.g., life expectancy and internal rate of return) to determine donation viability.

Donor Onboarding & Execution

• Coordinate all required documentation and signatures.
• Collaborate with advisors to facilitate policy transfers and conversions (e.g., term to permanent).
• Liaise with actuaries to obtain Fair Market Value (FMV) reports.
• Ensure timely issuance and delivery of charitable tax receipts.
• Enter and track all data accurately in Salesforce.

Qualifications:

• Bilingual Fluent in English and French.
• 5+ years of experience in life insurance, financial services, or wealth management is a major asset.
• Comfortable with CRM platforms (Salesforce experience a plus).
• Resilience and determination to follow complex cases through to completion.
• Strong communication and relationship-building skills to engage donors and advisors with empathy and clarity.
• Solid organizational and problem-solving abilities.
• High attention to detail; you sweat the small stuff.
• High-integrity professionals can work independently while managing multiple priorities.
• Able to operate in a fast-paced environment.