Teams at Shepherd

Own nationwide insurance rate and form filings across all 50 states, including preparing filing packages, coordinating with carrier partners and actuaries, responding to regulator objections, tracking approvals, and implementing approved forms in the underwriting platform. Draft and revise policy forms and endorsements, maintain filing libraries, ensure issued policies match filed content, and resolve underwriting and policy issuance questions across teams.

Leads Shepherd’s financial planning, accounting, controls, reporting, treasury, and risk-bearing capital infrastructure. Owns operating plans, forecasts, contribution-margin analysis, board and investor reporting, audits, tax, fiduciary accounts, carrier payments, and bordereaux reconciliation. Oversees Finance, Revenue Operations, Business Operations, and Analytics teams while partnering with executives, carriers, reinsurers, investors, and engineering. Builds scalable finance systems, manages outsourced accounting, and supports fundraising and organizational growth.

Own Shepherd’s marketing strategy for commercial insurance brokers, including field marketing, events, content, digital campaigns, and brand development. Build repeatable event programs, create broker-focused content, measure engagement and submissions, manage budgets and agencies, and hire and develop the marketing team. Partner closely with underwriting, business development, leadership, revenue operations, and analytics to drive broker relationships and business growth.