Insurance Product Specialist

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Silvur

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

💳 Fintech

📚 Education

💰 Venture Round on 2019-01

Finance • Fintech • Education

Silvur is a company that provides a Retirement Financial Wellness solution specifically for credit unions and financial institutions. Their services include patent-pending financial tools like the Retirement Score, and educational resources to help members and customers navigate retirement and adapt to changes in Social Security, Medicare, and Retirement Savings Accounts. By leveraging exclusive technology and data platforms, Silvur enables personalized engagement to enhance the retirement planning process and strengthen community ties. They offer a streamlined setup that allows institutions to launch their branded Retirement Simplified sites quickly and effectively.

📋 Description

• 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

• 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

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