National Compliance Lead — Insurance Forms & Rates

Shepherd; San Francisco (CA); On-site; USD 150,000 - 185,000; Full time

Benefits offered by this job

Premium Healthcare

Dog-friendly office

401(k) Plan

Daily meals

Job summary

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

Own filings across casualty, inland marine/builders risk, and workers' compensation for multiple markets. You will collaborate with engineering, underwriting leadership, and customer experience to ensure policies issue correctly, while expanding Shepherd's product lines and pilot new forms and endorsements.

Qualifications

• 7+ years in insurance regulatory/compliance with a hands-on focus on rate and form filings in casualty, workers' compensation, or inland marine/builders risk programs.
• Experience drafting insurance policy forms and endorsements, ideally in commercial casualty.
• Hands-on SERFF filing work, including building filing exhibits and supporting documentation.
• 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.
• Desire to help people across Shepherd understand forms and regulatory issues.

Responsibilities

• Own and manage Shepherd's rate and form filing process across all 50 states for casualty, inland marine/builders risk, and workers' compensation programs.
• Prepare, assemble, and submit complete filing packages with supporting exhibits.
• Serve as primary contact during filing lifecycle, responding to objections and requests.
• Lead implementation of approved forms in underwriting platform and test attachments on policies.
• Maintain library of filed forms, rates, and rules and ensure consistency with issued policies.
• Draft new forms and endorsements and revise existing ones to support new products.
• Escalation point for underwriting and customer experience on forms and policy issuance questions.

Skills

Regulatory compliance

SERFF filings

State regulators liaison

Filing exhibits drafting

Policy forms drafting

Job description

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

Own filings across casualty, inland marine/builders risk, and workers' compensation for multiple markets. You will collaborate with engineering, underwriting leadership, and customer experience to ensure policies issue correctly, while expanding Shepherd's product lines and pilot new forms and endorsements.