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TURN YOUR DATA INTO ANSWERS WITH AN OFFSHORE DATA ANALYST

Free your team from manual data pulls and report building, get faster answers to business questions, and make decisions on solid numbers with a dedicated offshore Data Analyst in the Philippines.

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 DATA REPORTING
BOTTLENECKS 

Growing businesses generate more data than a lean team can turn into useful answers. However, reporting and ad hoc analysis often get pushed behind other work, and decisions end up made on gut feel instead of good numbers.

Common bottlenecks include:

rising-costs

Margins under pressure?

High cost of hiring a senior local data analyst

team-burnout

Core team stretched thin?

Staff pulled into manual reporting instead of analysis

high-turnover

Delayed customer service?

Slow reporting delaying business decisions and planning

hiring-bottlenecks

Hiring hurdles?

Difficulty finding reliable data analyst talent locally

THE HAMMERJACK SOLUTION

SUPPORT BUILT AROUND

YOUR BROKERS

Your paragraph text

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 BUSINESS

We help you build a dedicated offshore reporting capability. By pairing your onshore team with a specialised offshore Data Analyst in the Philippines, you remove reporting friction, lower operating overhead, and create real operational leverage.

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

Data Analyst

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 Data Analyst handles reporting, dashboards, and day-to-day analysis, so your local team gets fast, reliable answers without building every report themselves.

Data Reporting & Dashboards
  • Building and maintaining dashboards and reports for stakeholders
  • Extracting and querying data from databases and business systems
  • Automating recurring reports to reduce manual data pulls
  • Ensuring reports reflect accurate, up-to-date data

Data Analysis & Insights
  • Analysing trends, patterns, and anomalies in business data
  • Preparing ad hoc analysis in response to business questions
  • Summarising findings clearly for non-technical stakeholders
  • Supporting A/B testing and performance measurement

Data Quality & Maintenance
  • Cleaning and validating data before analysis or reporting
  • Identifying and flagging data quality issues at the source
  • Maintaining documentation on data definitions and report logic
  • Supporting data migrations and system integration checks

Cross-Team Support
  • Responding to ad hoc data requests from other teams
  • Maintaining data dictionaries and metric definitions
  • Supporting month-end and business reporting cycles
  • Collaborating with engineering on data pipeline issues

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 data sources and reporting workflows.

  • Education: Bachelor's degree in Data Analytics, Statistics, Business, or a related discipline
  • Industry Context: Experience turning business data into reports and analysis for stakeholders
  • System Knowledge: Proficiency in common data and BI tools (such as SQL, Excel, Power BI, Tableau, and Python)
  • Communication: High proficiency in written and spoken English for clear, non-technical reporting
  • Core Competencies: Strong analytical thinking, attention to detail, and the ability to explain data clearly to non-technical audiences
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.

icon_dedicated_account_manager
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.

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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.