Business Details
32 Years
experience
Trusted Insurance Partner in San Jose
Shepherd & Associates has been a trusted partner for Bay Area businesses, non-profits, and public-sector organizations since 1994. Our high-touch service model, built on integrity and transparency, ensures every client receives personalized attention regardless of company size. With over 25 years of combined experience in insurance program development and public accounting, our team delivers proactive solutions tailored to unique organizational needs. We leverage relationships with 100+ insurance carriers to provide cost-effective, ethical coverage options while maintaining old-school customer service values.Our expertise spans workers' compensation, cyber liability, employee benefits administration, and comprehensive risk management strategies. We prioritize client education throughout the insurance placement process, ensuring comfort and clarity at every stage. Our proactive approach anticipates future challenges, transforming us from mere brokers into strategic extensions of our clients' HR teams. This commitment to excellence has solidified our reputation as a leader in the insurance industry.
Services
Employee Benefits
Business Insurance
Personal Policies
Workers Compensation
Cyber Liability
Group Term Life
Short Term Disability
Homeowners Insurance
Automobile Coverage
Umbrella Policies
Details
- Year established: 1994
Highlights and features
- We offer 30+ years of combined experience in insurance program development
- Our team includes former Big 4 accounting professionals and INC 500 veterans
- We maintain 100+ carrier relationships for comprehensive coverage options
- Our proactive risk management approach prevents future challenges
- We provide personalized service regardless of company size
Services
Employee Benefits
We provide comprehensive employee benefits administration including medical, dental, vision, and life insurance programs. Our consultants handle policy implementation, compliance requirements, and ongoing management for organizations of all sizes. With expertise in self-insured programs and employee assistance initiatives, we ensure seamless benefits delivery that meets both employer and employee needs.
Business Insurance
Our business insurance solutions protect organizations through workers' compensation, cyber liability, and commercial general liability policies. We specialize in risk assessment and customized coverage plans for technology firms, professional services, and non-profits. Our team secures competitive rates while ensuring comprehensive protection against industry-specific risks and regulatory requirements.
Workers Compensation
We offer tailored workers' compensation insurance programs that comply with California regulations while protecting businesses from workplace injury claims. Our solutions include risk management strategies to reduce incidents and premium costs. We work with carriers to ensure proper coverage limits and claims handling support for employers across various industries.
Cyber Liability
Our cyber liability insurance protects businesses against data breaches, network security failures, and digital threats. We provide coverage for legal expenses, notification costs, and business interruption losses. Our consultants help organizations implement risk mitigation strategies while securing policies that address evolving cybersecurity challenges in the technology sector.
Group Term Life
We design group term life insurance programs that offer affordable death benefit protection for employees. Our solutions include customizable coverage amounts, portability options, and supplemental policies. We assist employers with plan implementation, employee education, and ongoing administration while ensuring compliance with applicable regulations.
People
Ron Shepherd
Founder and Treasurer
Founded Shepherd & Associates in 1994 with 25+ years insurance and accounting experience. Former COO of INC 500 company and Big 4 auditor. Holds Fire & Casualty and Life licenses.
Naomi Bliven
Account Executive
15-year State Farm veteran specializing in benefit technology and personal/commercial insurance. Manages client proposals, policy renewals, and account management while maintaining multiple industry licenses.
Chris Shepherd
President
Led insurance brokerage operations since 2004 with expertise in property/casualty solutions. Serves technology and non-profit sectors while maintaining dual Fire & Casualty and Accident-Health licenses.
Pam Wess
Commercial Lines Account Executive
20+ years claims and client management experience across regional brokerages. Specializes in commercial lines with Property & Casualty and Life & Health licenses while prioritizing continuing education.
Stephanie Hamel
Employee Benefits Consultant
Manages benefits administration for medical, dental, vision, and life insurance policies. Joined in 2022 with focus on project management and comprehensive employee benefit policy implementation.
Questions
What types of businesses do you serve?
We specialize in Bay Area companies, non-profits, and public-sector organizations of all sizes.
What insurance products are available?
We offer workers' compensation, cyber liability, business interruption, and comprehensive employee benefits packages.
How do you ensure competitive pricing?
Our access to 100+ insurance carriers allows us to secure cost-effective solutions tailored to specific needs.
What sets your service model apart?
Our high-touch approach combines integrity, transparency, and proactive risk management strategies for every client.
Do you handle both business and personal policies?
Yes, we provide commercial insurance solutions alongside personal coverage including auto, home, and umbrella policies.
