Actuarial Data Analyst
Shepherd · Chicago, IL · 3 wk ago
On-siteInformation Technology$110k–$140k/yrFull-time
We need to output HTML fragment with sections: About the role? Actually the posting includes "What We Do", "Our Investors", "Our Team", "The Role", "Key Responsibilities", "Required Qualifications", "What We Offer", "How we work", "Benefits". We need to use for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. However we must only include sections when posting has real specific content. We must not repeat job title as heading. We need to preserve all substantive info, remove boilerplate, duplicate lines, application instructions, cookie/nav/legal/EEO etc. The posting includes no explicit application instructions? It ends with compensation range. We'll need to extract relevant content.
We need sections: maybe "About the role" (description), "Responsibilities", "Requirements" (or "Qualifications"), "Skills", "Benefits", "Pay". Also maybe "Schedule" not present, so omit.
We must not create sections with filler like "commensurate with experience". Pay section: we have compensation range $110K - $140K. So we can include Pay section with that.
Benefits: we have list of benefits.
Skills: we have technical skills etc. Could combine under "Skills" or "Qualifications". The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have multiple: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay. But we must avoid duplication. Perhaps combine Requirements and Qualifications into one? But they are separate headings allowed. We need to decide based on content.
We have "Required Qualifications" with subparts: Experience & Education, Technical Skills, Insurance Knowledge, Core Competencies. So we could map: Requirements heading for experience/education? Qualifications heading for technical skills? Or we could just use "Qualifications" for all required qualifications. But we also have "Skills" maybe for technical skills. Let's think.
We have "Key Responsibilities" clearly.
We have "What We Offer" includes compensation, equity, benefits, professional dev, collaborative environment. That could be split into Pay, Benefits, maybe other.
We have "Benefits" section with list.
We have "How we work" values - maybe not needed as a heading; could be omitted if not matching allowed headings. The instruction: Prefer a few substantive sections over many thin ones. So we could combine "How we work" into About the role or omit.
We need to preserve all substantive information. So we need to include the values maybe under "About the role" or a separate section like "Culture". But only allowed headings are those listed; we could put under "About the role". That seems okay.
Thus plan:
-
for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. However we must only include sections when posting has real specific content. We must not repeat job title as heading. We need to preserve all substantive info, remove boilerplate, duplicate lines, application instructions, cookie/nav/legal/EEO etc. The posting includes no explicit application instructions? It ends with compensation range. We'll need to extract relevant content.
We need sections: maybe "About the role" (description), "Responsibilities", "Requirements" (or "Qualifications"), "Skills", "Benefits", "Pay". Also maybe "Schedule" not present, so omit.
We must not create sections with filler like "commensurate with experience". Pay section: we have compensation range $110K - $140K. So we can include Pay section with that.
Benefits: we have list of benefits.
Skills: we have technical skills etc. Could combine under "Skills" or "Qualifications". The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have multiple: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay. But we must avoid duplication. Perhaps combine Requirements and Qualifications into one? But they are separate headings allowed. We need to decide based on content.
We have "Required Qualifications" with subparts: Experience & Education, Technical Skills, Insurance Knowledge, Core Competencies. So we could map: Requirements heading for experience/education? Qualifications heading for technical skills? Or we could just use "Qualifications" for all required qualifications. But we also have "Skills" maybe for technical skills. Let's think.
We have "Key Responsibilities" clearly.
We have "What We Offer" includes compensation, equity, benefits, professional dev, collaborative environment. That could be split into Pay, Benefits, maybe other.
We have "Benefits" section with list.
We have "How we work" values - maybe not needed as a heading; could be omitted if not matching allowed headings. The instruction: Prefer a few substantive sections over many thin ones. So we could combine "How we work" into About the role or omit.
We need to preserve all substantive information. So we need to include the values maybe under "About the role" or a separate section like "Culture". But only allowed headings are those listed; we could put under "About the role". That seems okay.
Thus plan:
- About the role
: include description from "The Role" paragraph(s) and maybe "What We Do" and "Our Team"? Actually "About the role" should describe the role. We'll include the role description: "We are seeking a detail-oriented and analytical Actuarial Analyst..." etc. Also include mission? Might be okay.
- Responsibilities
: list from Key Responsibilities (with percentages). Use - .
-
Requirements
: maybe include Experience & Education bullet points.
- Qualifications
: maybe include Technical Skills, Insurance Knowledge, Core Competencies.
But we might double count. Better: Use "Requirements" for Experience & Education, and "Skills" for Technical Skills, Insurance Knowledge, Core Competencies. Then "Qualifications" maybe not needed. But we need to follow instruction: Use headings e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. It says "e.g." meaning examples, not mandatory to use all. So we can choose subset.
Thus we can have: About the role, Responsibilities, Requirements, Skills, Benefits, Pay.
Let's map:
About the role: role description + maybe mission.
Requirements: Experience & Education (2-5 years experience, bachelor's degree, demonstrated experience, actuarial exams preferred).
Skills: Technical Skills (Advanced SQL, SERFF, spreadsheet modeling, industry databases, Python), Insurance Knowledge, Core Competencies.
Benefits: list from Benefits section plus maybe other benefits from What We Offer (healthcare, fertility, unlimited PTO, daily lunches, offices, professional dev, 401k, dog-friendly).
Pay: Compensation Range: $110K - $140K.
We also have equity participation etc. Could be included in Benefits or Pay? Probably Benefits.
We need to ensure we don't repeat info.
Let's extract exact text.
From posting:
"What We Do Yesterday's insurance wasn't built for today's risk. ... We're building the fastest, smartest commercial risk platform..." That's company description, not role. Could be included in About the role? Might be okay but maybe too much. The instruction: preserve ALL substantive information. So we need to keep that too. Where to put? Could be under About the role as company overview. That seems fine.
"Our Investors" section: list of investors. That's substantive. Where to put? Could be under About the role as well, or maybe separate but not a standard heading. Could be included in About the role.
"Our Team" paragraph: "We're a team of technologists and insurance enthusiasts..." Could be under About the role.
"The Role" paragraph: description.
"Key Responsibilities": bullet list.
"Required Qualifications": sub-sections.
"What We Offer": includes compensation, equity, benefits, professional dev, collaborative startup environment.
"How we work": values.
"Benefits": list with icons.
"Compensation Range: $110K - $140K" repeated.
We need to avoid duplication: compensation appears both in What We Offer and at end. We'll include once in Pay.
We need to strip boilerplate: cookie/navigation/legal/EEO etc. Not present.
Now craft HTML.
We'll produce:
About the role
... (company description, mission, investors, team, role overview)
Then Responsibilities
...
Requirements
...
(Experience & Education)
Skills
...
(Technical Skills, Insurance Knowledge, Core Competencies)
Benefits
...
Pay
Compensation range: $110,000 - $140,000 based on experience and qualifications.
We need to ensure we include equity participation etc. Could be in Benefits.
Let's extract specifics.
Company description paragraph(s):
"What We Do Yesterday's insurance wasn't built for today's risk. We see it in the data and we feel it in the field. Emerging technology can reinvent how risk is priced and managed, faster and smarter, anchored in proven expertise. First-movers will define the next era of commercial risk management, and Shepherd is building it. Shepherd is a technology-driven Managing General Underwriter (MGU) transforming commercial Property & Casualty insurance for high-hazard industries. Our mission is to make risk frictionless for the builders and operators shaping the physical world, protecting progress from concept through construction and into decades of operation. We're building the fastest, smartest commercial risk platform, where underwriting expertise, data, and automation work together to deliver: Faster decisionsSmarter, more accurate pricingBetter risk outcomes With Shepherd, safety, speed, and quality no longer trade off against one another. They compound. We're not just modernizing insurance products. We're building the risk infrastructure for the next generation of financial services, where technology, underwriting, and partnerships operate in harmony to support the world's most important industries and the progress they make possible."
Note there are missing spaces after colons etc but we keep as is.
Our Investors:
"In March 2026, Shepherd raised a $42M Series B — bringing total funding to over $60M — led by Intact Private Capital, the investment arm of one of the largest insurers in the world. Intact is not only our lead investor but also a carrier partner, a testament to the confidence the incumbent industry has in what we're building. Our investors: Intact Private Capital, led our Series B roundCostanoa Ventures, led our Series A roundSpark Capital, led our Seed roundSusa Ventures, lead our Pre-Seed roundY CombinatorAnd several others"
Note missing spaces after commas but keep.
Our Team:
"We're a team of technologists and insurance enthusiasts, bridging the two worlds together. Check out our About page to learn more."
The Role:
"We are seeking a detail-oriented and analytical Actuarial Analyst to join our actuarial team supporting multiple commercial lines of business, including General Liability, Workers' Compensation, Commercial Property, and Excess Casualty. This role is perfect for someone who thrives on executing rigorous insurance analysis, collaborating cross-functionally, and delivering precise, actionable insights that drive competitive advantage. As an Actuarial Data Analyst, you will be the bridge between market intelligence, regulatory requirements, and data-driven product decisions. You will be joining a small team of actuaries playing a critical role in ensuring our products remain competitive while maintaining compliance across all jurisdictions where we operate. The actuarial team works in close partnership with underwriters and software engineers, translating actuarial insights into the technology and decisions that power a modern insurance platform."
Key Responsibilities bullet list (with percentages). We'll extract each bullet.
"Ratemaking & Competitive Intelligence (50%)
Assist in the development, pricing, and implementation of rating plans for filing with state Departments of Insurance
Support the Compliance team in the preparation, documentation, and submission of rate and form filings
Conduct comprehensive competitor analysis of rate and form filings across all commercial lines, utilizing SERFF, S&P Capital IQ Pro, and other regulatory databases to identify market trends and competitive positioning
Analyze filings, rate manuals, underwriting guidelines, and coverage forms from industry resources including ISO manuals and NCCI data to develop detailed benchmarks and strategic recommendations
Research and draft comprehensive responses to rate-related objections, ensuring actuarial justification is provided"
"Actuarial Reporting & Portfolio Monitoring (25%)
Perform loss ratio analysis by line of business, territory, and risk characteristics to identify profitable segments and areas of concern
Develop and maintain reporting requirements, including bordereaux and portfolio reporting, coordinating with internal teams and external partners on data accuracy and timely delivery
Support workers’ compensation statistical reporting obligations, including WCSTAT and WCPOLS"
"Data Analytics (25%)
Write SQL queries to extract and analyze data related to premium volumes, loss ratios, exposure metrics, and rate change impacts from internal PostgreSQL databases
Create interactive BI dashboards using Metabase or similar platforms to track key product performance metrics
Support data transformation processes using dbt for analytics and reporting workflows"
Required Qualifications:
"Experience & Education
2-5 years of experience in commercial P&C insurance product analysis, actuarial, or competitive analysis functions
Bachelor’s degree in Mathematics, Statistics, Economics, Finance, or related analytical field
Demonstrated experience with commercial insurance products and insurance data analytics
Actuarial exams such as P, FM, MAS-I, MAS-II, 5 (preferred but not required)"
"Technical Skills
Advanced SQL proficiency for data extraction, manipulation, and analysis from PostgreSQL databases
SERFF system knowledge including navigation, filing preparation, and objection response processes
Advanced spreadsheet modeling skills for financial analysis and data manipulation
Experience with industry databases and tools including ISO manuals, NCCI data, and regulatory research platforms
Python experience for advanced analytics (preferred but not required)"
"Insurance Knowledge
Understanding of commercial insurance products including rating methodologies and underwriting guidelines
Knowledge of state insurance filings process
Understanding of ISO forms,
Requirements
: maybe include Experience & Education bullet points. -Qualifications
: maybe include Technical Skills, Insurance Knowledge, Core Competencies. But we might double count. Better: Use "Requirements" for Experience & Education, and "Skills" for Technical Skills, Insurance Knowledge, Core Competencies. Then "Qualifications" maybe not needed. But we need to follow instruction: Use headings e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. It says "e.g." meaning examples, not mandatory to use all. So we can choose subset. Thus we can have: About the role, Responsibilities, Requirements, Skills, Benefits, Pay. Let's map: About the role: role description + maybe mission. Requirements: Experience & Education (2-5 years experience, bachelor's degree, demonstrated experience, actuarial exams preferred). Skills: Technical Skills (Advanced SQL, SERFF, spreadsheet modeling, industry databases, Python), Insurance Knowledge, Core Competencies. Benefits: list from Benefits section plus maybe other benefits from What We Offer (healthcare, fertility, unlimited PTO, daily lunches, offices, professional dev, 401k, dog-friendly). Pay: Compensation Range: $110K - $140K. We also have equity participation etc. Could be included in Benefits or Pay? Probably Benefits. We need to ensure we don't repeat info. Let's extract exact text. From posting: "What We Do Yesterday's insurance wasn't built for today's risk. ... We're building the fastest, smartest commercial risk platform..." That's company description, not role. Could be included in About the role? Might be okay but maybe too much. The instruction: preserve ALL substantive information. So we need to keep that too. Where to put? Could be under About the role as company overview. That seems fine. "Our Investors" section: list of investors. That's substantive. Where to put? Could be under About the role as well, or maybe separate but not a standard heading. Could be included in About the role. "Our Team" paragraph: "We're a team of technologists and insurance enthusiasts..." Could be under About the role. "The Role" paragraph: description. "Key Responsibilities": bullet list. "Required Qualifications": sub-sections. "What We Offer": includes compensation, equity, benefits, professional dev, collaborative startup environment. "How we work": values. "Benefits": list with icons. "Compensation Range: $110K - $140K" repeated. We need to avoid duplication: compensation appears both in What We Offer and at end. We'll include once in Pay. We need to strip boilerplate: cookie/navigation/legal/EEO etc. Not present. Now craft HTML. We'll produce:About the role
... (company description, mission, investors, team, role overview)
ThenResponsibilities
- ...
Requirements
- ...
Skills
- ...
Benefits
- ...
Pay
Compensation range: $110,000 - $140,000 based on experience and qualifications.
We need to ensure we include equity participation etc. Could be in Benefits. Let's extract specifics. Company description paragraph(s): "What We Do Yesterday's insurance wasn't built for today's risk. We see it in the data and we feel it in the field. Emerging technology can reinvent how risk is priced and managed, faster and smarter, anchored in proven expertise. First-movers will define the next era of commercial risk management, and Shepherd is building it. Shepherd is a technology-driven Managing General Underwriter (MGU) transforming commercial Property & Casualty insurance for high-hazard industries. Our mission is to make risk frictionless for the builders and operators shaping the physical world, protecting progress from concept through construction and into decades of operation. We're building the fastest, smartest commercial risk platform, where underwriting expertise, data, and automation work together to deliver: Faster decisionsSmarter, more accurate pricingBetter risk outcomes With Shepherd, safety, speed, and quality no longer trade off against one another. They compound. We're not just modernizing insurance products. We're building the risk infrastructure for the next generation of financial services, where technology, underwriting, and partnerships operate in harmony to support the world's most important industries and the progress they make possible." Note there are missing spaces after colons etc but we keep as is. Our Investors: "In March 2026, Shepherd raised a $42M Series B — bringing total funding to over $60M — led by Intact Private Capital, the investment arm of one of the largest insurers in the world. Intact is not only our lead investor but also a carrier partner, a testament to the confidence the incumbent industry has in what we're building. Our investors: Intact Private Capital, led our Series B roundCostanoa Ventures, led our Series A roundSpark Capital, led our Seed roundSusa Ventures, lead our Pre-Seed roundY CombinatorAnd several others" Note missing spaces after commas but keep. Our Team: "We're a team of technologists and insurance enthusiasts, bridging the two worlds together. Check out our About page to learn more." The Role: "We are seeking a detail-oriented and analytical Actuarial Analyst to join our actuarial team supporting multiple commercial lines of business, including General Liability, Workers' Compensation, Commercial Property, and Excess Casualty. This role is perfect for someone who thrives on executing rigorous insurance analysis, collaborating cross-functionally, and delivering precise, actionable insights that drive competitive advantage. As an Actuarial Data Analyst, you will be the bridge between market intelligence, regulatory requirements, and data-driven product decisions. You will be joining a small team of actuaries playing a critical role in ensuring our products remain competitive while maintaining compliance across all jurisdictions where we operate. The actuarial team works in close partnership with underwriters and software engineers, translating actuarial insights into the technology and decisions that power a modern insurance platform." Key Responsibilities bullet list (with percentages). We'll extract each bullet. "Ratemaking & Competitive Intelligence (50%) Assist in the development, pricing, and implementation of rating plans for filing with state Departments of Insurance Support the Compliance team in the preparation, documentation, and submission of rate and form filings Conduct comprehensive competitor analysis of rate and form filings across all commercial lines, utilizing SERFF, S&P Capital IQ Pro, and other regulatory databases to identify market trends and competitive positioning Analyze filings, rate manuals, underwriting guidelines, and coverage forms from industry resources including ISO manuals and NCCI data to develop detailed benchmarks and strategic recommendations Research and draft comprehensive responses to rate-related objections, ensuring actuarial justification is provided" "Actuarial Reporting & Portfolio Monitoring (25%) Perform loss ratio analysis by line of business, territory, and risk characteristics to identify profitable segments and areas of concern Develop and maintain reporting requirements, including bordereaux and portfolio reporting, coordinating with internal teams and external partners on data accuracy and timely delivery Support workers’ compensation statistical reporting obligations, including WCSTAT and WCPOLS" "Data Analytics (25%) Write SQL queries to extract and analyze data related to premium volumes, loss ratios, exposure metrics, and rate change impacts from internal PostgreSQL databases Create interactive BI dashboards using Metabase or similar platforms to track key product performance metrics Support data transformation processes using dbt for analytics and reporting workflows" Required Qualifications: "Experience & Education 2-5 years of experience in commercial P&C insurance product analysis, actuarial, or competitive analysis functions Bachelor’s degree in Mathematics, Statistics, Economics, Finance, or related analytical field Demonstrated experience with commercial insurance products and insurance data analytics Actuarial exams such as P, FM, MAS-I, MAS-II, 5 (preferred but not required)" "Technical Skills Advanced SQL proficiency for data extraction, manipulation, and analysis from PostgreSQL databases SERFF system knowledge including navigation, filing preparation, and objection response processes Advanced spreadsheet modeling skills for financial analysis and data manipulation Experience with industry databases and tools including ISO manuals, NCCI data, and regulatory research platforms Python experience for advanced analytics (preferred but not required)" "Insurance Knowledge Understanding of commercial insurance products including rating methodologies and underwriting guidelines Knowledge of state insurance filings process Understanding of ISO forms,