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Job details

Customer Experience Associate

Shepherd is a cutting-edge MGU platform focused on accelerating commercial insurance product launches through AI-driven workflows and proprietary data. We seek a motivated Customer Experience Associate to join our team and enhance client servicing, customer success, and internal process efficiency.

Skills

  • Strong relationship management
  • Client servicing and onboarding expertise
  • Process improvement and operational skills
  • Effective communication and emotional intelligence
  • Ability to manage multiple tasks in a fast-paced environment
  • Detail oriented and highly organized

Responsibilities

  • Cultivate and maintain strong relationships with broker partners
  • Manage post-sales account processes ensuring partner success
  • Own documentation, change management, and ongoing internal trainings
  • Expand software offerings with existing customers
  • Lead customer demos, onboarding, meetings, and quarterly business reviews
  • Enhance the overall customer journey across various departments
  • Identify areas for process improvement and collaborate across teams

Education

  • Bachelor’s degree or equivalent experience

Benefits

  • 100% coverage of medical, dental, and vision insurance
  • Unlimited paid time off policy
  • Stock options
  • Premium office spaces with daily lunches
  • Professional development and leadership coaching
  • Competitive 401(k) plan
To read the complete job description, please click on the ‘Apply’ button

Average salary estimate

$107500 / YEARLY (est.)
min
max
$90000K
$125000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

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Shepherd is a full-service ad agency that crafts smart, creative consumer and business-to-business marketing solutions. We bring more than three decades of insights and perspectives gained by working with a broad range of regional, national and gl...

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SENIORITY LEVEL REQUIREMENT
TEAM SIZE
SALARY RANGE
$90,000/yr - $125,000/yr
EMPLOYMENT TYPE
Full-time, onsite
DATE POSTED
July 9, 2025
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