Compliance Lead

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. 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.