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CLOSE THE MONTH FASTER WITH AN OFFSHORE ASSISTANT ACCOUNTANT

Move reconciliations, premium follow-up, commission statements and month-end journals to a dedicated Assistant Accountant in the Philippines. Approval and payment authority stay with your onshore team.

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Assistant Accountant Banner - INSURANCE
  • Free up your core team
  • Lower operating costs
  • Capacity to grow
300+
Businesses Helped
1k+
Skilled Professionals
20 days
Avg time to hire
97%
Staff Retention
THE BUSINESS CHALLENGE

Solving broking capacity

bottlenecks

Insurance and mortgage brokers face constant pressure to grow portfolios while maintaining strict compliance and service standards. However, senior onshore brokers often spend up to 40% of their working hours on administrative back-office tasks rather than advising clients and closing new business.

Common bottlenecks include:

rising-costs

Margins under pressure?

High onshore labor costs making administrative hiring unsustainable

team-burnout

Core team stretched thin?

Onshore broker burnout caused by repetitive data entry and document processing

high-turnover

Delayed customer service?

Delayed renewal processing and quote generation due to capacity limits

hiring-bottlenecks

Hiring hurdles?

Difficulty finding and retaining qualified talent locally

THE BUSINESS CHALLENGE

SOLVING FINANCE CAPACITY Bottlenecks 

Insurance brokers face constant pressure to grow portfolios while maintaining strict compliance and reporting standards. However, senior finance staff often spend the bulk of their week on reconciliations, debtor follow-up and month-end processing rather than reporting, controls and business decisions.

Common bottlenecks include:

rising-costs

Margins under pressure?

High onshore labor costs making finance team expansion unsustainable

team-burnout

Core team stretched thin?

Onshore finance staff burnout caused by reconciliation and month-end volume

high-turnover

Delayed customer service?

Slow premium collection and late statements due to capacity limits

hiring-bottlenecks

Hiring hurdles?

Difficulty finding and retaining qualified accounting talent locally

The role

Role overview & what you get

A dedicated offshore Assistant Accountant handles the day-to-day processing behind your finance function, from reconciliations and debtor follow-up through to month-end, so your onshore team can focus on reporting, controls and advice.

Build your team
01 Reconciliations & Account Management
  • Reconciling insurance broking accounts, including trust and general accounts
  • Matching premium receipts against policy and invoice records
  • Investigating and clearing unallocated cash and reconciliation variances
  • Maintaining daily and monthly reconciliation records for onshore review
02 Premium Debtors & Collections
  • Following up unpaid premiums and issuing reminder statements
  • Maintaining aged debtor reports and escalating overdue accounts
  • Reconciling client payment plans and installment schedules
  • Coordinating with brokers on disputed or at-risk accounts
03 Underwriter & Commission Processing
  • Processing monthly underwriter payments and remittance advices
  • Reconciling insurer statements against internal policy records
  • Preparing broker commission statements and investigating variances
  • Resolving discrepancies with insurers and internal stakeholders
04 Month-End & Statutory Support
  • Preparing month-end journal entries, accruals and prepayments
  • Assisting with BAS preparation and supporting GST reconciliations
  • Producing month-end reporting packs for review by the onshore accountant
  • Keeping records audit-ready and supporting year-end requirements
Build your team
THE HAMMERJACK SOLUTION

Support built around your FINANCE TEAM 

We help you build a dedicated offshore support model. By pairing your onshore finance team with a specialised Assistant Accountant in the Philippines, you remove processing friction, lower operating overhead, and create real operational leverage.

What could your business achieve with the right team behind it?

Onshore

What stays with your team

  • Financial decisions and sign-off
  • Payment and trust authority
  • Compliance accountability
  • The client relationship
Offshore

What your hammerjack team handles

  • Reconciliations and journals
  • Premium debtor follow-up
  • Underwriter and commission runs
  • BAS and month-end support
Book an Advisory Call
HOW IT WORKS

Offshore that works. Real leverage.

icon_start_with_you
Understanding what you are solving for

We start with where your team is stretched, then build a plan around your budget, timeline, and the roles that would give you the most room.

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Finding the right talent

Our in-house recruiters source degree-qualified, experienced professionals, screened and tested for skill and long-term cultural fit with your brokers.

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Full support for you and your staff

A dedicated Customer Success Manager and People & Culture partner look after the relationship on both sides, so your team stays engaged and aligned.

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Get real offshore value

We handle the employment, HR, IT, and compliance infrastructure. You keep control of the work, and get back capacity to grow.

FAQ

Will offshore admin staff follow our processes?
Yes. Staff are trained on your systems and workflows.
Can roles align to our operating hours?
Yes. Working hours can be structured to suit your needs.
Is offshore admin suitable for long-term roles?
 Yes. Teams are built for stability and continuity.

Don't just take our word for it

Real results, real partners. Discover how businesses like yours solved challenges and grew with us.

Tell us the roles you need filled

We'll handle the rest.