Insurance Compliance Lead — Rate & Form Filings

Shepherd; Chicago (IL); On-site; USD 150,000 - 185,000; Full time

Benefits offered by this job

Premium Healthcare

Flexible PTO

Dog-friendly office

Job summary

Shepherd is seeking a Compliance Lead to own and manage the rate and form filing process nationwide. You will build filing packages, work with carrier partners, and respond to state objections.

You'll lead filings across 50 states for casualty, inland marine/builders risk, and workers' compensation, and collaborate with engineering, underwriting, and customer experience to ensure accurate policy issuance. Onsite in SF, NYC, DFW, Chicago, or LA.

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.
• Track record drafting insurance policy forms and endorsements, ideally in commercial casualty.
• Hands-on SERFF filing work, including building filing exhibits and supporting documentation.
• Experience working with state regulators, including responding to objections and managing filings through to approval.
• Strong organizational skills with ability to manage concurrent filings across 50 states.
• Knowledge of state insurance regulatory frameworks.

Responsibilities

• 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 with exhibits and supporting memos.
• Serve as Shepherd's primary contact during the filing lifecycle and track approvals to closure.
• Own the implementation of approved forms in Shepherd's underwriting platform and test issuance.
• Maintain Shepherd's library of filed forms, rates, and rules and ensure consistency with issued policies.
• Draft new forms and endorsements in collaboration with technical leads and underwriting leadership.
• Act as escalation point for underwriting and customer experience on forms and policy issuance questions.

Skills

Insurance regulatory/compliance

SERFF filing

Job description

Shepherd is seeking a Compliance Lead to own and manage the rate and form filing process nationwide. You will build filing packages, work with carrier partners, and respond to state objections.

You'll lead filings across 50 states for casualty, inland marine/builders risk, and workers' compensation, and collaborate with engineering, underwriting, and customer experience to ensure accurate policy issuance. Onsite in SF, NYC, DFW, Chicago, or LA.