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Shepherd

Customer Experience Associate

San FranciscoOnsite · United States
Junior · FullTime · Customer Experience
POSTED 21 SEPT
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Pay · posted
$90k–125k
mkt median $98k
Open for
46d
since 21 Sept
Hiring · 30d
25
0 net · open roles
Spark

What we do

Build the insurance behind the physical world.

The world is building data centers, energy projects, hospitals, schools, and critical infrastructure. Every one of those projects needs insurance to move forward. Yet the process of getting that insurance still depends on scattered documents, manual work, and weeks of back-and-forth.

Shepherd is rebuilding commercial insurance with software, data, AI, and deep underwriting expertise. We started in construction and energy, where understanding the specifics of a project matters and better decisions have consequences far beyond a screen.

We develop insurance products, decide which risks to insure and how to price them, and partner with established insurers to back the coverage. We own the platform our team uses to turn complex submissions into coverage for the builders and operators shaping the world around us.

Real problems. Real ownership.

Our engineers, designers, underwriters, CX, and actuaries build together. The problems span turning messy documents into reliable data, making pricing more precise, and designing AI agents that can take on increasingly complex underwriting work.

The ambition is a platform where experts spend more time on judgment and relationships, supported by software that handles the work around them. Join us to build systems whose decisions help real projects get built.

630+ customers / $500B+ insured project value

Our investors

Capital to build. Partners to grow with.

$67M total funding / $42M Series B in March 2026

Shepherd is backed by Intact Private Capital, Costanoa Ventures, Spark Capital, Susa Ventures, and Y Combinator. In March 2026, we announced a $42M Series B led by Intact Private Capital, bringing our total funding to $67M.

Intact is also a capacity partner. Alongside its investment, Intact works with Shepherd to bring insurance products to market. That relationship connects our platform and underwriting expertise with the resources of a global insurer.

A bigger opportunity ahead

We are investing in new insurance products, our underwriting team, and the path toward autonomous underwriting. For the people joining Shepherd, that means the chance to shape both the technology and the business it makes possible.

Our backing brings together investors who build technology companies and partners who understand insurance. We are building a company that earns the confidence of both.

About You

We’re looking for a client-focused, detail-driven person to join our Customer Experience team. As a Customer Experience Associate, you’ll own post-bind servicing for a portfolio of commercial construction accounts and be the go-to contact for our broker partners and policyholders. You’ll work closely with Underwriting to make sure every account is serviced accurately and on time, and that brokers have a great experience working with Shepherd. You’ll also get exposure to underwriting, operations, compliance, and product, and help how we service accounts and launch into new industries as we grow.

Responsibilities

Account Servicing

Own client servicing for a portfolio of accounts, from hand-off through renewal

Serve as the primary point of contact for brokers and policyholders on inquiries, policy changes and servicing requests

Prepare and issue accurate policy documentation, including binders, policies, endorsements and invoices

Collect and review required documents from brokers, such as subjectivities and underlying policies

Manage compliance and billing steps, including licensing, state filings, notices and payment follow-up

Lead kickoff calls and walk clients through Shepherd’s offerings, including Shepherd Savings

Account Management

Complete servicing tasks accurately and within defined SLAs

Manage priorities across multiple accounts at different stages of the policy lifecycle

Keep brokers informed with clear updates on status, next steps and timelines

Partner with Underwriting on handoffs and keep both teams aligned on account details

Keep account files, documentation and task notes complete and audit-ready

Source · ShepherdFirst seen 3 NovOriginal ↗