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) an