Insurance Product Specialist

Silvur

Product Specialist managing Silvur’s Medicare platform, ensuring product utilization and training for credit union partners. Leading partner relationships and onboarding with a focus on operational excellence.

Posted 6/9/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $90,000 - $110,000 per yearWebsite

About the role

Key responsibilities & impact

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
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
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
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

Requirements

What you’ll need

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

Benefits

Comp & perks

health benefits (healthcare, vision, and dental)
paid time off + holidays
401k with employer contribution
flexible environment

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

partner successclient onboardingaccount managementproduct specialisttraining program developmentdata analysisengagement measurementprogram improvement

Soft Skills

communication skillsconsultative skillsexecutive presencecross-functional project leadershiprelationship managementproblem-solvingadaptability