Compliance Lead

Shepherd • Fort Worth, TX

1d • $150,000 - $185,000 • Onsite

About The Position

Shepherd is hiring a Compliance Lead to own and manage the company’s nationwide rate and form filing process. The role drives filings that bring Shepherd products to market, from building filing packages and coordinating submissions with carrier partners to responding to state objections. The Compliance Lead will manage the filing footprint as the company adds a second carrier partner and expands into new verticals and product lines, including Casualty and Inland Marine/Builders Risk.

The role also works with technical underwriting leads to draft new forms, collaborates with engineering on tools, and partners with customer experience to ensure policies are issued appropriately. It reports to Shepherd’s Director of Compliance.

Requirements

• At least 7 years of experience in insurance regulatory/compliance work, with hands-on rate and form filings in casualty, workers’ compensation, or inland marine/builders risk programs.
• Track record drafting insurance policy forms and endorsements; commercial casualty experience is ideal.
• Hands-on SERFF filing experience, including building filing exhibits and supporting documentation.
• Experience working directly with state insurance regulators, responding to objections, and managing filings through approval.
• Strong organizational skills and attention to detail, with the ability to own concurrent filings across 50 states.
• Working knowledge of state insurance regulatory frameworks.
• Ability and desire to help people across Shepherd understand forms and regulatory issues.

Nice To Haves

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

Responsibilities

• Own and manage rate and form filings across all 50 states for casualty, inland marine/builders risk, and workers’ compensation programs.
• Prepare, assemble, and submit complete filing packages with paper partners and actuaries, including supporting exhibits such as rate pages, rule pages, form schedules, actuarial memorandum support, and explanatory memos.
• Serve as the primary point of contact throughout the filing lifecycle; respond to objections and information requests and track filings through approval.
• Implement approved forms in Shepherd’s underwriting platform, including uploading forms, configuring rules and fill-in fields, testing attachment and population on issued policies, and resolving issues with customer experience and engineering.
• Maintain the library of filed forms, rates, and rules, ensuring consistency between filed content and issued policies.
• Draft new forms and endorsements and revise existing ones with 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 the Compliance Specialist, and resolve them directly.

Benefits

• 100% contribution to health, dental, and vision insurance.
• Fertility benefits and family-building support.
• Flexible PTO.
• Daily lunches, dinners, and snacks.
• Offices in San Francisco, New York City, Dallas-Fort Worth, Chicago, and Los Angeles.
• Professional development, including access to premium coaching and leadership development.
• Competitive 401(k) plan.
• Dog-friendly office; the posting specifically mentions dogs in the San Francisco office.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed