Jobs · Finance · Texas

Compliance Lead

Shepherd · Fort Worth, TX · 4 days ago
On-siteFinance$150k–$185k/yrFull-time
The user wants me to reformat a job posting into clean, well-structured semantic HTML. I need to follow the rules carefully: 1. Use

for section headings (About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule) 2. Use
  • for lists of duties/requirements/benefits, and

    for prose 3. Do NOT repeat the job title as a heading (the page already shows it) 4. Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

    or drop it 5. Preserve ALL substantive information; do NOT invent or summarize away detail 6. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions 7. Include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text 8. Never create Pay/Schedule/Benefits sections unless the posting actually states them 9. Prefer a few substantive sections over many thin ones 10. Output ONLY the HTML fragment — no /, no markdown code fences Let me analyze the job posting content: The posting has: - Company description ("What We Do", "Our investors", "A bigger opportunity ahead") - "About The Role" section - "In this role, you will:" (responsibilities) - "About You" / "You would be a dream candidate if you have…" (requirements/qualifications) - "How We Work" (values) - "Benefits" section with specific benefits listed - "Compensation Range: $150K - $185K" (pay) - Location info: "This is an onsite position in our San Francisco, New York City, Dallas Fort Worth, Chicago, or Los Angeles offices." I need to structure this into appropriate sections. The rules say to use specific heading names: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. I should not include the company description sections ("What We Do", "Our investors", "A bigger opportunity ahead") as they are not in the allowed heading list. However, the rules say "Preserve ALL substantive information". But also "Prefer a few substantive sections over many thin ones" and "include a section ONLY when the posting has real, specific content for it". The allowed headings are specific: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. I think I should map the content to these headings: - "About The Role" -> About the role - "In this role, you will:" -> Responsibilities - "About You" / "You would be a dream candidate if you have…" -> Requirements or Qualifications (maybe combine) - "How We Work" -> maybe not a standard heading, but could be part of About the role or separate? The allowed headings don't include "Values" or "How We Work". I could incorporate into About the role or skip? But the rules say preserve substantive information. However, the allowed headings are fixed. I could include it as a subsection under About the role? But the rule says use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It says "e.g." so maybe other headings are allowed? But it says "use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)". This suggests these are the expected headings. I should stick to these. - Benefits section -> Benefits - Compensation Range -> Pay - Location/onsite info -> Schedule? Or maybe include in About the role. The posting also mentions "This is an onsite position in our San Francisco, New York City, Dallas Fort Worth, Chicago, or Los Angeles offices." That could go under Schedule or About the role. I'll structure as follows:

    About the role

    ... description from About The Role paragraph ...

    ... maybe include the reporting line and location ...

    Responsibilities

    • ... each bullet from "In this role, you will:" ...

    Requirements

    • ... each bullet from "About You" ...

    Benefits

    • ... each benefit ...

    Pay

    Compensation Range: $150K - $185K

    Maybe also include "Schedule" for onsite location? The rules mention Schedule as an example heading. The posting says "This is an onsite position in our San Francisco, New York City, Dallas Fort Worth, Chicago, or Los Angeles offices." That's schedule/location info. I'll include a Schedule section. Also, the "How We Work" values could be included in About the role or as a separate section? But not in the allowed list. I'll incorporate into About the role as a paragraph. Now, I need to remove boilerplate: The posting doesn't have obvious cookie/navigation/legal/EEO/scam-warning. It has "Our investors" and "A bigger opportunity ahead" which are company description. I'll omit those as they are not in the allowed sections and the rules say "Prefer a few substantive sections over many thin ones." But the rules also say "Preserve ALL substantive information". However, the company description is not part of the job role specifics. The user wants to reformat a job posting into clean HTML for the job details. Typically, job postings include company description, but the allowed headings don't include "Company Overview". I think I should include the company description in "About the role" or maybe as a separate paragraph before sections? But the output should be only the HTML fragment with sections. I'll include a brief company description in About the role. Let me extract the relevant content. First, "About The Role" paragraph: "Shepherd is hiring a Compliance Lead to own and manage the company's rate and form filing process nationwide. This person will be the driving force behind every filing that brings a Shepherd product into the market, including building the filing package, working with carrier partners to submit the filing package, and responding to state objections. You'll own Shepherd's entire filing footprint at a moment of real growth: a second carrier partner for Shepherd's core business units, and continued growth of Shepherd's verticals beyond construction and renewable energy in both Casualty and Inland Marine/Builders Risk product lines. You'll also work with Shepherd's technical underwriting leads to draft new forms, collaborate on developing tools with Shepherd's engineering team, and partner with Shepherd's customer experience team to ensure that policies are appropriately issued. This role reports to Shepherd's Director of Compliance." Then "In this role, you will:" list: - 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. "About You" list: - 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." "How We Work" values: four values with descriptions. I'll include as part of About the role or maybe as a separate section? Since not in allowed headings, I'll include in About the role as a paragraph. Benefits list: - Premium Healthcare 100% contribution to health, dental, and vision - Fertility benefits and family building support - Flexible PTO Flexibility to take the time off, recharge, and perform - Daily lunches, dinners, and snacks We work together, and enjoy meals together too - SF, NYC, Dallas-Fort Worth, Chicago and LA Offices - Professional Development Access to premium coaching, including leadership development - Competitive 401(k) Plan - Dog-friendly office Plenty of dogs to play with and make friends with in the SF office Compensation Range: $150K - $185K Now, I'll write the HTML. I'll start with

    About the role

    and include the company description? The posting starts with "What We Do" etc. But the rules say "Do NOT repeat the job title as a heading (the page already shows it)". The job title is "Compliance Lead". The page already shows it, so I shouldn't include it as heading. But the company description is not the job title. However, the allowed headings don't include company overview. I think I should include a brief company description in About the role, maybe as a paragraph. But the user said: "You reformat a job posting into clean, well-structured semantic HTML." The job posting includes company description. I'll include it in About the role. Let me structure:

    About the role

    Shepherd builds the insurance behind the physical world. The world is building data centers, energy projects, hospitals, schools, and critical infrastructure. Every one of those projects needs insurance to move forward. Yet the process of getting that insurance still depends on scattered documents, manual work, and weeks of back-and-forth. Shepherd is rebuilding commercial insurance with software, data, AI, and deep underwriting expertise. We started in construction and energy, where understanding the specifics of a project matters and better decisions have consequences far beyond a screen. We develop insurance products, decide which risks to insure and how to price them, and partner with established insurers to back the coverage. We own the platform our team uses to turn complex submissions into coverage for the builders and operators shaping the world around us. Real problems. Real ownership. Our engineers, designers, underwriters, and actuaries build together. The problems span turning messy documents into reliable data, making pricing more precise, and designing AI agents that can take on increasingly complex underwriting work. The ambition is a platform where experts spend more time on judgment and relationships, supported by software that handles the work around them. Join us to build systems whose decisions help real projects get built.

    Shepherd is hiring a Compliance Lead to own and manage the company's rate and form filing process nationwide. This person will be the driving force behind every filing that brings a Shepherd

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