Shepherd
Customer Experience Associate
$90K–$125K
San Francisco · On-site · Full-time · Posted Sep 21, 2026
- Experience
- 2+ years in client service, account management, or insurance servicing.
- Education
- Bachelor’s degree or equivalent experience.
About the job
Own post-bind servicing and account management for commercial construction insurance accounts, serving as the main contact for brokers and policyholders and coordinating with Underwriting.
What you'll do
- Manage accounts from handoff through renewal, responding to inquiries and coordinating policy changes and servicing requests.
- Prepare policy documents, collect required materials, and manage compliance and billing steps.
- Track account tasks and communications, identify workflow improvements, and explore ways AI can assist processes.
What they ask for
- 2+ years of experience in client service, account management, or insurance servicing.
- Bachelor’s degree or equivalent experience.
Nice to have
- Experience in P&C or commercial insurance servicing.
Pay
$90K – $125K (base salary)
AI focus
Find solutions for how AI can assist servicing processes and workflows.
Model-written summary · the original posting is authoritative