Customer Experience Associate
ShepherdSan FranciscoPosted 7 April 2026
Job Description
Customer Experience Associate
WHAT WE DO
Shepherd is an AI-native commercial insurance platform transforming how high-hazard industries get covered. Our mission is to make risk frictionless for the builders and operators shaping the physical world — protecting progress from concept through construction and into decades of operation.
The infrastructure behind the AI boom — data centers, semiconductor fabs, renewable energy assets — has to be built and insured. But traditional carriers weren't built for this speed:
- Complex commercial construction projects routinely wait weeks for a single quote
- Legacy carriers rely on static applications and disconnected systems
- Brokers chase carriers through calls, emails, and resubmissions
We built Shepherd to solve that. Our AI performs the same underwriting workflows in seconds, and integrates real-time data from construction technology partners — Procore, Autodesk, OpenSpace, DroneDeploy, and others — to see risk as it actually exists, not just as it was reported on a static form.
We're pursuing the most ambitious technical vision in commercial insurance: fully autonomous underwriting. We're closing in on the first fully agentic submission in the industry — email in, price out, no human intervention until the last mile.
With Shepherd, safety, speed, and quality no longer trade off against one another — they compound. We're building:
- Faster decisions
- Smarter, more accurate pricing
- Better risk outcomes for insureds who invest in safer practices
We're not just modernizing insurance products. We're building the risk infrastructure for the next generation of financial services.
OUR INVESTORS
In March 2026, Shepherd raised a $42M Series B https://www.linkedin.com/posts/justindlevine29_today-were-announcing-our-42m-series-b-activity-7442200922291630080-z1gw?rcm=ACoAAAkOMEwBRnAAXmdnQcaOJeioCu6VCqR6Gzc&utm_medium=member_desktop&utm_source=share — bringing total funding to over $60M — led by Intact Private Capital, the investment arm of one of the largest insurers in the world. Intact is not only our lead investor but also a carrier partner, a testament to the confidence the incumbent industry has in what we're building. Our investors:
- Intact Private Capital https://www.intactfc.com/about-us/intact-ventures
- Spark Capital https://www.sparkcapital.com/
- Costanoa Ventures https://costanoa.vc/
- Y Combinator https://www.ycombinator.com/
- Susa Ventures https://www.susaventures.com/
- And several others
OUR TEAM
We're a team of technologists and insurance enthusiasts, bridging the two worlds together. Check out our About https://www.shepherdinsurance.com/about page to learn more.
ABOUT YOU
We are looking for a motivated and eager individual to join our Customer Experience team who is ready to create impactful customer experiences and do the best work of their career. As a Customer Experience Associate, you'll focus on Client Servicing and Customer Success, working to build customer champions, optimize internal processes, and ensure exceptional end-to-end experiences with Shepherd. This role offers a unique opportunity to be part of a dynamic team and gain exposure to various aspects of our business, including growth, customer service, and process development.
RESPONSIBILITIES
Client Servicing
- Cultivate and maintain strong relationships with broker partners
- Manage post-sales account processes to ensure success for partners and Shepherd
- Own documentation, change management, and ongoing trainings for internal team members
Customer Success
- Expand software offerings with current customers
- Lead customer demos, onboarding, customer meetings, and quarterly business reviews
Customer Experience
- Enhance our customer journey in important areas such as: partnerships, marketing, operations, and customer service related tasks
Process Improvement
- Identify areas for improvement
- Propose solutions and collaborate with cross-functional teams
YOU WOULD BE ... (truncated, view full listing at source)
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