Insurtech Product Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the main product authority for Silvur’s Insurance platform among all active credit union partners.

• Create and implement scalable training programs for credit union personnel, in-branch teams, and executive stakeholders in partnership with local Silver Insurance agents.

• Develop repeatable enablement materials, playbooks, and resources that can be efficiently utilized across a large partner portfolio.

• Manage the ongoing relationship with over 16 credit union partners, serving as the primary contact for product inquiries, support escalations, and program enhancement.

• Conduct quarterly business reviews and proactive check-ins to identify adoption gaps, celebrate achievements, and align on objectives.

• Oversee new partner onboarding from start to finish — from kickoff to complete program implementation — with a structured, education-first methodology.

• Set up and track referral metrics, engagement statistics, and product utilization data across the portfolio.

• Collaborate with operations, product, and marketing teams to enhance member outcomes and influence the product development roadmap.

⛳️ Requirements

• A minimum of 5 years of experience in partner success, client onboarding, account management, or product specialist roles — preferably managing large portfolios (10+ accounts).

• Previous startup experience is essential; you thrive in ambiguous settings and can establish processes where none currently exist.

• Experience in the insurance, financial services, or B2B2C platform partnerships is preferred.

• Proven track record of collecting and analyzing data to inform decision-making.

• Proficiency with a modern, AI-first lightweight technology stack — including Claude, Google Workspace (Docs, Sheets, Slides), HubSpot, Asana, Canva, and more.

• Strong relationship-building, communication, and project management abilities.

• Experience leading cross-functional initiatives involving both internal and external stakeholders.

🏝️ Benefits

• Health benefits (healthcare, vision, and dental).

• Paid time off plus holidays.

• 401k with employer contribution.

• Choice of technology to support your success in the role.

• Flexible work environment with an impact-driven, high-growth team.