Life Insurance NY DSF Audit Expert

Job Description

Job Description

Our client, a major life insurance organization, is seeking a Life Insurance NY DFS Audit Response Specialist for a fully remote, 6+ month contract position. This role requires 10+ years of life insurance operations experience, prior participation in a New York State Department of Financial Services (NY DFS) quinquennial audit, and experience working with life insurance administration systems and legacy policy records.
Job Description
The Life Insurance NY DFS Audit Response Specialist will support regulatory audit activities related to a New York State Department of Financial Services (NY DFS) quinquennial audit. This role is responsible for researching, gathering, validating, and preparing policy information requested by auditors while ensuring all responses are completed accurately and within required deadlines.
The ideal candidate will have extensive experience in life insurance operations, strong organizational skills, and the ability to work independently in a remote environment. Experience navigating legacy administration systems and retrieving historical policy information is essential.
Responsibilities

• Investigate, gather, and prepare policy information requested by NY DFS auditors.
• Research and locate policy records from active, dormant, legacy, and physical files.
• Compile, review, and package audit response materials for submission within required timeframes.
• Validate the accuracy and completeness of policy information and supporting documentation.
• Coordinate with internal departments to obtain required records and supporting materials.
• Maintain detailed records of audit requests, responses, and supporting documentation.
• Monitor audit deadlines and ensure timely completion of all assigned requests.
• Perform additional post-issue and policy administration activities as needed.

• Experience participating in at least one New York State Department of Financial Services (NY DFS) quinquennial audit.
• 10+ years of life insurance industry experience in one or more of the following areas:
  • Claims
  • Policyholder Services
  • New Business Operations
  • Policy Administration
• Experience researching and retrieving information from legacy and archived policy records.
• Strong knowledge of life insurance products and policy administration processes.
• Experience using life insurance administration systems such as:
  • VPAS
  • Life70
  • CyberLife
  • ID3
  • AWD
  • Other life insurance or annuity administration platforms
• Exceptional organizational skills and attention to detail.
• Ability to manage multiple priorities and meet strict regulatory deadlines.
• Strong written and verbal communication skills.

• Experience supporting regulatory audits, examinations, or compliance reviews within the life insurance industry.
• Familiarity with document management systems and legacy policy administration platforms.
• Strong analytical and problem-solving abilities.
• Ability to work independently with minimal supervision.
• Self-motivated with excellent time management and follow-up skills.

• Fully remote
• Contract duration: Minimum 6 months
• Candidates may be engaged as either a W2 employee or Independent Contractor
• Standard business hours with flexibility to support audit-related deadlines as needed

This is a remote position.