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PUT TECHNICAL BROKING EXPERTISE BEHIND YOUR ADVISERS WITH AN
AN RG146 TIER 2 BROKING ASSISTANT

Move risk analysis, technical reporting and complex claims off your senior brokers. Our RG146 Tier 2 certified professionals in the Philippines work under your licence and your direction, so your advisers stay in front of clients and new business.

Scale Your Broking Capacity with an

Offshore Broking Assistant

Broking Assistant RG146 Tier 2 Certified PHOTO 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 TECHNICAL BROKING
 Bottlenecks 

Insurance brokers face constant pressure to grow portfolios while maintaining strict compliance and service standards. However, senior onshore brokers often spend the bulk of their week on risk analysis, reporting and claims follow-through rather than advising clients and closing new business.

Common bottlenecks include:

rising-costs

Margins under pressure?

High onshore labor costs making qualified technical hires unsustainable

team-burnout

Core team stretched thin?

Onshore broker burnout caused by risk profiling and claims documentation

high-turnover

Delayed customer service?

Delayed policy reviews and renewal positions due to capacity limits

hiring-bottlenecks

Hiring hurdles?

Difficulty finding and retaining RG146 qualified 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 brokers

We help you build a dedicated offshore support model. By pairing your onshore brokers with an RG146 Tier 2 certified 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?

Broking Assistant (Certified)

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

An RG146 Tier 2 certified Broking Assistant handles the technical work that sits between administration and advice. They analyse risk, build the reporting, manage the difficult claims and prepare the renewal position, all under the direction of your licensed adviser.

Risk Profiling & Coverage Analysis
  • Drafting complex risk profiles across multi-class and multi-site portfolios
  • Analysing policy wordings to identify coverage gaps, exclusions and overlaps
  • Benchmarking current cover against client exposure and risk appetite
  • Documenting findings for broker review and client presentation

Risk Management Reporting
  • Preparing risk management reports with exposure summaries and recommended actions
  • Consolidating claims history, loss ratios and incident data into client-ready formats
  • Building insurer comparison schedules against client requirements
  • Tracking mitigation actions and reporting progress ahead of renewal

Complex Claims & Dispute Management
  • Managing complex and disputed claims from notification through to resolution
  • Preparing submissions, evidence packs and correspondence for insurers and assessors
  • Escalating declined or underpaid claims with supporting technical argument
  • Keeping brokers and clients updated on position, timeline and next steps

Renewal Strategy & Regulatory Compliance
  • Formulating renewal retention strategies using portfolio, claims and risk data
  • Preparing renewal terms, remarketing submissions and negotiation briefs
  • Maintaining compliance with RG146, financial services and privacy obligations under adviser direction
  • Keeping file notes, disclosure documents and records audit-ready

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 licensing requirements, software stack and class of business.

  • Certification: RG146 Tier 2 compliant for general insurance, with CPD maintained
  • Education: Bachelor's degree in Business, Finance, Commerce, or a related discipline
  • Industry Context: Three or more years in general insurance broking, underwriting or claims, with commercial lines exposure
  • Technical Knowledge: Confident reading policy wordings, schedules and endorsements across property, liability, motor fleet and business interruption
  • 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 corresponding directly with underwriters and assessors
  • Core Competencies: Analytical judgement, disciplined attention to detail, and strict adherence to 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.

icon_smooth_setup
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.

icon_new_hire_goes_live
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.