Insurance Product Specialist

About Us

Silvur is modernizing what retirement decision-making in America looks like. We partner with financial institutions to deliver world-class tools and educational resources to their account holders—including personalized content, calculators, and connections to healthcare and financial services—to support the critical decisions their members make in their 50s, 60s, and through retirement.

Our white-labeled online platform is available to millions of credit union members and has been named to the Forbes Fintech 50 Most Innovative Companies. We’ve been featured in The New York Times, Fortune, CNBC, and Yahoo! Finance, and are backed by leading VCs like Anthemis and strategic investors including Curql, Reseda Group, Idaho Central Credit Union, Maps, WESECU, and Mission Federal Credit Union.

We believe health and wealth are inseparable in retirement—and we’re reimagining how credit union members are educated and supported during their Medicare journey. The introduction of our full-service, concierge Medicare agency, Silvur Insurance, in 2024 allows us to extend our services to provide members with much-needed one-on-one guidance led by licensed insurance agents. Our education-first model ensures trust, clarity, and personalized care.

About the Role

Silvur is looking for a Product Specialist to serve as the central expert on our Medicare platform across a large and growing portfolio of credit union partners. This is a consolidated role that brings together what was previously split across two positions — partner success and operational partnership management — into a single, senior owner accountable for product adoption, enablement, and long-term partner health.

This is not a sales or business development role. You will not be sourcing or closing new credit union partnerships. Instead, you will go deep with our existing and newly onboarded partners — driving real product utilization, building staff capability, and ensuring Silvur’s Medicare solutions are genuinely embedded in the credit union member experience at scale.

You’ll manage 16+ active credit union partners, which means your success depends not just on relationship quality but on your ability to build repeatable playbooks, scalable training programs, and data-informed engagement strategies that work across a large book of business.

What You’ll Own

Product Adoption & Partner Enablement

• Serve as the primary product expert for Silvur’s Medicare 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 Silvur Medicare agents
• Translate complex Medicare product features into clear, actionable guidance tailored to each partner’s member base and operational context
• Build repeatable enablement materials, playbooks, and resources that can be deployed efficiently across a large partner portfolio

Partner Relationship Management

• Own the ongoing relationship for 16+ credit union partners, serving as the primary point of contact for product questions, support escalations, and program optimization
• Ability to lead with executive presence.  Teammate will be interacting daily with the C-suite at credit unions.  Knowing how to serve and engage them will be critical to your success
• Manage quarterly business reviews and proactive check-ins to surface adoption gaps, celebrate wins, and align on goals
• Customize referral workflows and program configurations to match each partner’s systems and preferences
• Identify and act on opportunities to deepen product usage within existing accounts

Onboarding & Implementation

• 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
• Serve as the connective tissue between credit union stakeholders (marketing, operations, executive sponsors) and Silvur’s internal teams

Tech and AI Curiosity 

• Excitement to build AI-first delivery model
• Comfort with Claude, ChatGPT is essential as you will be building automations to support scaling partner deliverables
• Replace Powerpoint & Excel with Google suite.  Add Hubspot, Asana, Canva to the tech stack to streamline deliverables

Data, Reporting & Cross-Functional Collaboration

• 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

What This Role Is Not

We want to be transparent so you can self-select accurately:

• This role requires the ability to 'Thrive in 0→1’ environment.  There will be lots of unknowns, things to figure out.  Ideal teammate will excel working in an ambiguous environment where you have to figure out processes from scratch and not rely on Executives to provide all the answers
• This role does not involve sourcing, prospecting, or closing new credit union partnerships — that is owned by a separate business development function
• This is not a quota-carrying sales position — success is measured by adoption, engagement, and partner retention, not new revenue generation
• This is not a narrow specialist role — you will need to be comfortable owning the full partner lifecycle across a large, diverse portfolio with limited hand-holding

• 5+ years of experience in partner success, client onboarding, account management, or product specialist roles — ideally managing large portfolios (10+ accounts)
• Prior start-up experience required; comfort with ambiguity and building processes from scratch
• Background in insurance, Medicare, financial services, or B2B2C platform partnerships; ability to quickly become a credible product expert
• Proven ability to build and deliver training programs or enablement materials for non-technical audiences
• Experience using data to identify adoption gaps, measure engagement, and drive program improvements
• Strong PowerPoint and Excel skills; prior experience with project management tools such as Asana; comfortable with Google Suite, Zoom, Teams, and similar platforms
• Excellent communication and consultative skills; confident leading cross-functional projects with stakeholders at all levels
• Genuine passion for helping people navigate retirement and healthcare decisions

You will be an employee of Silvur Technology Services. Employees receive a total compensation package including salary, options, health benefits (healthcare, vision, and dental), paid time off + holidays, and 401k with employer contribution. You may choose the technology you need to help you excel in your role. You will work in a flexible environment with an impact-driven, high-growth team that is changing the future of retirement healthcare.

Base Salary: $90,000 – $110,000 per year, depending upon experience.

Incentive: This role is eligible for incentive with a target of up to $40,000 depending on results.

Silvur Technology Services is an equal opportunity employer. We’re committed to building a team that reflects the diverse communities we serve and creating a workplace where everyone feels valued and included.