Insurtech Product Specialist

About the role

Serve as the central expert on our Insurance platform across a large and growing portfolio of credit union partners. In this role you will be accountable for product adoption, enablement, and long-term partner health. Manage 16+ active credit union partners, serving as the primary point of contact for product questions, support escalations, and program optimization. Coordinate project timelines, training delivery, and onboarding documentation across internal and partner teams.

Responsibilities

• Own the ongoing relationship for 16+ credit union partners, serving as the primary point of contact for product questions, support escalations, and program optimization
• Manage quarterly business reviews and proactive check-ins to surface adoption gaps, celebrate wins, and align on goals
• 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
• Curiosity around tech and AI, building an AI-first delivery model
• Comfort with Claude, ChatGPT, and other modern tech stacks
• Data and reporting, establishing and monitoring referral tracking, engagement metrics, and product utilization data across the portfolio
• Translate partner feedback into actionable product and process recommendations
• Collaborate with operations, product, and marketing teams to improve member outcomes and influence the product roadmap

Qualifications

• 5+ years of experience in partner success, client onboarding, account management, or product specialist roles — ideally managing large portfolios (10+ accounts)
• Preferred qualifications include startup experience, background in insurance, financial services, or B2B2C platform partnerships, experience collecting and analyzing data to make informed decisions, comfort across a modern, AI first lightweight tech stack, excellent relationship-building, communication, and project-management skills, and comfort leading cross-functional initiatives with internal and external stakeholders

Benefits

• Total compensation package including salary, options, health benefits (healthcare, vision, and dental), paid time off + holidays, and 401k with employer contribution
• Flexible work 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