Compliance Lead

The role

The Compliance Lead will own and manage the company's rate and form filing process nationwide. This person will build filing packages, work with carrier partners, and respond to state objections across casualty, inland marine/builders risk, and workers' compensation programs.

What you will do

• Own and manage Shepherd's rate and form filing process across all 50 states.
• Prepare, assemble, and submit complete filing packages in collaboration with paper partners and actuaries.
• Serve as the primary point of contact during the filing lifecycle and respond to objections.
• Own the implementation of approved forms in the underwriting platform.
• Maintain Shepherd's library of filed forms, rates, and rules.
• Draft new forms and endorsements and revise existing ones.
• Serve as the escalation point for underwriting and customer experience on forms and policy issuance questions.

Required qualifications

• 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.
• 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.
• Working knowledge of state insurance regulatory frameworks.
• A desire to help people across Shepherd understand forms and regulatory issues.

Nice to have

• Drafting insurance policy forms and endorsements, ideally in commercial casualty.

Benefits

• Premium Healthcare
• 100% contribution to health, dental, and vision
• Fertility benefits and family building support
• Flexible PTO
• Daily lunches, dinners, and snacks
• Professional Development
• Access to premium coaching, including leadership development
• Competitive 401(k) Plan
• Dog-friendly office

About the company

Shepherd rebuilds commercial insurance with software, data, AI, and deep underwriting expertise. The company develops insurance products and partners with established insurers to back coverage for infrastructure projects.