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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.

Scale Your Broking Capacity with an

Offshore Broking Assistant

Assistant Accountant Banner - INSURANCE
Free your onshore brokers from routine administration, protect profit margins, and deliver faster client service with dedicated offshore professionals in the Philippines.
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 HAMMERJACK SOLUTION

SUPPORT BUILT AROUND

YOUR BROKERS

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We help you build a dedicated offshore support model. By pairing your onshore brokers with a specialized offshore Broking Assistant in the Philippines, you remove administrative friction, lower operating overhead, and create real operational leverage.

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

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?

Claims Specialist (2)

role overview &

key responsibilities

A dedicated offshore Broking Assistant handles the end-to-end administration of the policy lifecycle, client communications support, and system updates, allowing your local team to focus on high-value client advisory. 

Policy Administration & Processing
  • Preparing insurance quotes, policy schedules, and renewal documentation
  • Entering and updating client records in broking management systems
  • Processing policy variations, endorsements, and cancellations
  • Issuing certificates of currency and tax invoices

Underwriter & Insurer Coordination
  • Following up with underwriters on pending quote requests and terms
  • Gathering required underwriting information and risk submission files
  • Comparing insurer quotes against client requirements using standard templates

Claims Support & Tracking
  • Logging initial claim notifications and organizing supporting documentation
  • Following up with claims assessors and insurers on claim statuses
  • Updating clients on claim progress under the direction of the lead broker

Client Onboarding & Communication
  • Assisting with client onboarding documentation and compliance checks
  • Sending automated renewal reminders and follow-up notices
  • Managing email inquiries and organizing client files in your CRM

Role Overview &

Key Responsibilities

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.

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

Premium Debtors & Collections
  • Following up unpaid premiums and issuing reminder statements
  • Maintaining aged debtor reports and escalating overdue accounts
  • Reconciling client payment plans and instalment schedules
  • Coordinating with brokers on disputed or at-risk accounts

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

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

Skills and Qualifications

When you partner with hammerjack, we source candidates tailored to your specific software stack and broking workflows.

  • Education: Bachelor’s degree in Business, Finance, Commerce, or a related discipline
  • Industry Context: Direct experience supporting broking or financial services workflows
  • System Knowledge: Familiarity with broking platforms (such as Ebix Evolution, Steadfast SVU, WinBEAT, Salesforce, or Xero)
  • Communication: High proficiency in written and spoken English for professional correspondence
  • Core Competencies: Exceptional attention to detail, strong data accuracy, and adherence to compliance protocols

Skills and Qualifications

When you partner with hammerjack, we source candidates tailored to your specific software stack, reporting calendar and finance workflows.

  • Education: Bachelor's degree in Accountancy, Finance, or a related discipline. CPA qualified or part-qualified where required
  • Industry Context: Three or more years in accounts, ideally with insurance broking, financial services or trust account exposure
  • Technical Knowledge: Confident with reconciliations, journals, accruals and Australian GST and BAS requirements
  • System Knowledge: Familiarity with broking platforms (such as Ebix Evolution, Steadfast SVU, WinBEAT, Salesforce, or Xero)
  • Communication: High proficiency in written and spoken English, comfortable with debtor follow-up and insurer correspondence
  • Core Competencies: Exceptional numerical accuracy, strong attention to detail, and strict adherence to trust account and compliance protocols
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.