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Clear claims faster with an OFFSHORE CLAIMS SPECIALIST

Move settlement calculations, coverage checks, payment processing and vendor coordination to a dedicated Claims Specialist in the Philippines. Your onshore team keeps authority over every decision and stays on the files that need judgement.

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 CLAIMS PROCESSING Bottlenecks 

Insurance brokers and claims teams face constant pressure to settle faster while maintaining strict compliance and service standards. However, experienced onshore claims staff often spend the bulk of their week on coverage checks, calculations and vendor follow-up rather than the files that actually need their judgement.

Common bottlenecks include:

rising-costs

Margins under pressure?

High onshore labor costs making claims team expansion unsustainable

team-burnout

Core team stretched thin?

Onshore claims staff burnout caused by file volume and manual checks

high-turnover

Delayed customer service?

Slow settlement turnaround and payment delays due to capacity limits

hiring-bottlenecks

Hiring hurdles?

Difficulty finding and retaining experienced claims 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 CLAIMS TEAM 

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

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 Specialist handles the end-to-end administration of a claim, from coverage verification through to settlement and payment, allowing your onshore team to focus on decisions, disputes and the client conversation.

Coverage Verification & Assessment Support
  • Verifying policy coverage, limits, excesses and endorsements against the claim event
  • Confirming policy currency and eligibility before assessment begins
  • Reviewing supporting documentation for completeness and consistency
  • Flagging coverage ambiguities or disputes for senior review

Settlement Calculation & Payment Processing
  • Calculating settlement figures including excess, depreciation and policy sub-limits
  • Preparing settlement recommendations with supporting workings for approval
  • Processing approved claim payments and reconciling against claim reserves
  • Preparing recovery, salvage and third party contribution calculations

Claims Records & Status Reporting
  • Updating claim status records across the claims management system
  • Maintaining file notes, correspondence and audit trails on every claim
  • Producing claims status and ageing reports for the onshore team
  • Keeping claimants and brokers updated on progress and outstanding requirements

Fraud Identification & Vendor Management
  • Identifying red flags and inconsistencies that point to potential fraud
  • Escalating suspicious claims with documented evidence for onshore investigation
  • Managing external vendor networks including assessors, repairers and loss adjusters
  • Tracking vendor turnaround, quality and invoicing against agreed terms

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 process, software stack and class of business.

  • Education: Bachelor's degree in Business, Finance, Insurance or a related discipline
  • Industry Context: Three or more years in insurance claims handling, assessment or loss adjusting
  • Technical Knowledge: Confident applying policy wordings, excesses, sub-limits and exclusions to a live claim
  • Numeracy: Accurate settlement calculation and reconciliation, comfortable with high volume payment runs
  • System Knowledge: Familiarity with claims and broking platforms such as Ebix Evolution, Steadfast SVU, WinBEAT, Salesforce or Xero
  • Communication: High proficiency in written and spoken English, comfortable dealing with claimants, assessors and repairers
  • Core Competencies: Sound judgement under pressure, strong data accuracy, and strict adherence to delegated authority limits
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.