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CLEAR YOUR CLAIMS BACKLOG WITH AN OFFSHORE CLAIMS PROCESSOR

Move lodgement, coverage checks and denied claim follow-up off your onshore claims team. Our processors in the Philippines keep files moving and payments tracked, so your assessors spend their time on decisions and difficult claims.

Scale Your Broking Capacity with an

Offshore Broking Assistant

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 loan processing Bottlenecks 

 Claims teams face constant pressure to settle faster while holding accuracy, compliance and leakage under control. But experienced claims staff spend much of the week rekeying lodgements, correcting rejected submissions and chasing payment status rather than assessing and settling. 

Common bottlenecks include:

rising-costs

Margins under pressure?

 High onshore labor costs making claims hiring unsustainable 

team-burnout

Core team stretched thin?

 Claims staff burnout caused by rework and manual lodgement 

high-turnover

Delayed customer service?

 Slow settlement times and unresolved rejections building up 

hiring-bottlenecks

Hiring hurdles?

 Difficulty finding and retaining trained claims processors 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 CLAIMS TEAM 

We help you build a dedicated offshore support model. By pairing your onshore claims team with a specialised offshore Claims Processor 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?

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 Claims Processor handles the administration behind every claim, from coverage verification through lodgement, rejection follow-up and payment tracking. The decision to accept, decline or settle stays with your onshore claims authority. 

Coverage Verification & Claim Setup
  • Verifying policy coverage, limits, excesses and exclusions before a claim proceeds
  • Confirming policy currency, premium status and eligibility at date of loss
  • Setting up new claim files with supporting documentation attached
  • Flagging coverage gaps and policy issues for assessor review


Electronic Claim Submission
  • Preparing and submitting electronic claims through your claims platform
  • Validating claim data against submission rules before lodgement
  • Correcting and resubmitting rejected files to clear the queue
  • Maintaining lodgement records and timestamps for audit purposes


Denied Claim Investigation
  • Investigating denied and short-paid claims to identify the cause
  • Gathering supporting evidence and correspondence for reconsideration
  • Preparing resubmission packs with the documentation the decision needs
  • Escalating disputed outcomes with a clear written summary for the assessor


Billing Accuracy & Payment Tracking
  • Identifying and correcting coding and billing errors causing rejections
  • Reconciling claim payments against expected settlement amounts
  • Tracking payment status and following up outstanding remittances
  • Reporting on ageing claims, rejection rates and recurring error patterns

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 claims policy, software stack and processing workflows.

  • Education: Bachelor's degree in Business, Finance, Commerce, or a related discipline
  • Industry Context: Direct experience in claims processing, insurance operations or financial services administration
  • Technical Knowledge: Confident reading policy wordings, schedules and remittance advice, and working to claim submission rules
  • System Knowledge: Familiarity with claims and insurance platforms (such as Guidewire ClaimCenter, Duck Creek, Sapiens, Ebix, or Salesforce)
  • Communication: High proficiency in written and spoken English for correspondence with insurers, providers and claimants
  • Core Competencies: Exceptional attention to detail, strong data accuracy, and adherence to privacy 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.

Tell us the roles you need filled

We'll handle the rest.