About the RoleShepherd is hiring a Compliance Lead to own and manage the company's rate and form filing process nationwide. This person will be the driving force behind every filing that brings a Shepherd product into the market, including building the filing package, working with carrier partners to submit the filing package, and responding to state objections.
You'll own Shepherd's entire filing footprint at a moment of real growth: a second carrier partner for Shepherd's core business units, and continued growth of Shepherd's verticals beyond construction and renewable energy in both Casualty and Inland Marine/Builders Risk product lines. You'll also work with Shepherd's technical underwriting leads to draft new forms, collaborate on developing tools with Shepherd's engineering team, and partner with Shepherd's customer experience team to ensure that policies are appropriately issued.
This role reports to Shepherd's Director of Compliance.
In this role, you will:- Own and manage Shepherd's rate and form filing process across all 50 states across our casualty, inland marine/builders risk, and workers' compensation programs.
- Prepare, assemble, and submit complete filing packages in collaboration with Shepherd's paper partners and actuaries, including drafting and compiling supporting exhibits such as rate pages, rule pages, form schedules, actuarial memoranda support, and explanatory memos.
- Serve as Shepherd's primary point of contact during the filing lifecycle, responding to objections and information requests, and tracking approvals to closure.
- Own the implementation of approved forms in Shepherd's underwriting platform, including uploading new and revised forms, configuring their rules and fill-in fields, testing that they attach and populate correctly on issued policies, and working with customer experience and engineering to resolve issues.
- Maintain Shepherd's library of filed forms, rates, and rules, and ensure consistency between filed content and issued policies.
- Draft new forms and endorsements, and revise existing ones, working with Shepherd's technical leads and underwriting leadership to support new products and program expansion.
- Serve as the escalation point for underwriting and customer experience on forms and policy issuance questions, including issues raised by Shepherd's Compliance Specialist, and resolve them directly.
About YouYou would be a dream candidate if you have...- 7+ years of experience in insurance regulatory/compliance work with a hands-on focus on rate and form filings in casualty, workers' compensation, or inland marine/builders risk programs.
- A track record drafting insurance policy forms and endorsements, ideally in commercial casualty.
- Hands-on SERFF filing work, including building filing exhibits and supporting documentation.
- A history of working directly with state insurance regulators, including responding to objections and managing filings through to approval.
- Strong organizational skills and attention to detail, with comfort owning concurrent filings across 50 states.
- Working knowledge of state insurance regulatory frameworks.
- A desire to help people across Shepherd, from those new to insurance to those with decades of experience, understand forms and regulatory issues.
This is an onsite position in our San Francisco, New York City, Dallas Fort Worth, Chicago, or Los Angeles offices.
#LI-Onsite
How we workShepherd runs on four values. Here's what each one means in this seat.
- Think big, build big. We exist to protect progress and the industries that rely on it. The work here is aimed at a system that runs on its own, and the roadmap gets sequenced backward from that rather than forward from what's easy.
- Win together. We rise as one. We support each other, raise the bar, and celebrate collective success. Come set a standard the rest of the team inherits.
- Cross the aisle. Collaboration wins. We listen deeply, work across boundaries, and prioritize shared success over individual lanes. The best product calls here come from engineers who've sat with underwriters and underwriters who understand where the model breaks, and much of this job is listening closely enough on both sides to make that happen.
- Go get it. We act with urgency, move with confidence, take smart risks, and push forward with intention. Nobody hands you the roadmap, the data, or the meeting invite. You pull the failing runs, book the time with the underwriters, and decide what matters.
Benefits Premium Healthcare100% contribution to health, dental, and vision
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Fertility benefits and family building support Flexible PTOFlexibility to take the time off, recharge, and perform
🥗 Daily lunches, dinners, and snacksWe work together, and enjoy meals together too
SF, NYC, Dallas-Fort Worth, Chicago and LA Offices Professional DevelopmentAccess to premium coaching, including leadership development
Competitive 401(k) Plan Dog-friendly officePlenty of dogs to play with and make friends with in the SF office
