Insurtech Product Specialist

Silvur

24d•$90,000 - $110,000•Remote

About The Position

Silvur is modernizing retirement decision-making by partnering with financial institutions to provide tools and resources for account holders. Their tech-powered insurance platform guides members through significant health and wealth decisions. The company's white-labeled online platform is recognized and backed by leading VCs and strategic investors. This role is for a Product Specialist who will be the central expert on the Insurance platform for a portfolio of credit union partners, focusing on product adoption, enablement, and partner health.

Requirements

5+ years of experience in partner success, client onboarding, account management, or product specialist roles — ideally managing large portfolios (10+ accounts).
Startup experience required; you're comfortable with ambiguity and building process where none exists.
Background in insurance, financial services, or B2B2C platform partnerships.
Experience collecting and analyzing data to make informed decisions.
Comfort across a modern, AI first lightweight tech stack — Claude, Google Workspace (Docs, Sheets, Slides), HubSpot, Asana, Canva+.
Excellent relationship-building, communication, and project-management skills.
Comfort leading cross-functional initiatives with internal and external stakeholders.
Comfort with Claude, ChatGPT is essential as you will be building automations to support scaling partner deliverables.

Nice To Haves

Excitement to build AI-first delivery model.

Responsibilities

Serve as the primary product expert for Silvur’s Insurance platform across all active credit union partners.
Design and deliver scalable training programs for credit union staff, in-branch teams, and executive stakeholders in collaboration with local Silver Insurance agents.
Build repeatable enablement materials, playbooks, and resources that can be deployed efficiently across a large partner portfolio.
Own the ongoing relationship for 16+ credit union partners, serving as the primary point of contact for product questions, support escalations, and program optimization.
Manage quarterly business reviews and proactive check-ins to surface adoption gaps, celebrate wins, and align on goals.
Identify and act on opportunities to deepen product usage within existing accounts.
Lead new partner onboarding end-to-end — from kickoff through full program deployment — with a structured, education-first approach.
Coordinate project timelines, training delivery, and onboarding documentation across internal and partner teams.
Establish and monitor referral tracking, engagement metrics, and product utilization data across the portfolio.
Surface insights and trends to internal teams; translate partner feedback into actionable product and process recommendations.
Partner with operations, product, and marketing teams to improve member outcomes and influence the product roadmap.