Shepherd Compliance Lead at Shepherd to manage the company's rate and form filing process nationwide. Responsible for building filing packages, working with carrier partners, and responding to state objections.
Responsibilities
Shepherd 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.
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.
Qualification
Hands-on SERFF filing workA desire to help people across ShepherdShepherd runs on four valuesThink bigWin together
Required
You 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.
Shepherd 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.
