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KEEP YOUR CASH FLOW MOVING WITH AN OFFSHORE ACCOUNTS RECEIVABLE OFFICER

Free your team from invoicing and collections backlogs, and keep cash coming in with a dedicated offshore Accounts Receivable Officer 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 ACCOUNTS RECEIVABLE
BOTTLENECKS 

Growing businesses issue more invoices than a lean local team can chase down. However, follow-up on overdue accounts often gets pushed behind everything else, and unpaid invoices start to strain cash flow.

Common bottlenecks include:

rising-costs

Margins under pressure?

High cost of hiring a dedicated local AR officer

team-burnout

Core team stretched thin?

Finance staff pulled into collections instead of analysis

high-turnover

Delayed customer service?

Slow invoicing and follow-up delaying incoming payments

hiring-bottlenecks

Hiring hurdles?

Difficulty finding reliable accounts receivable talent in a tight market

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 support model. By pairing your onshore team with a specialised offshore Accounts Receivable Officer 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?

Accounts Receivable Officer

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 Accounts Receivable Officer manages invoicing, collections, and payment application end to end, keeping cash flowing in so your local team can focus on credit decisions instead of chasing invoices.

Invoicing & Billing
  • Issuing customer invoices accurately and on time
  • Applying correct pricing, discounts, and payment terms
  • Distributing invoices through the required channels
  • Correcting and reissuing invoices flagged for errors

Collections & Follow-Up
  • Monitoring outstanding accounts and following up on overdue payments
  • Sending payment reminders and statements according to agreed schedules
  • Escalating aged or at-risk accounts for internal review
  • Negotiating routine payment arrangements within approved terms

Payment Application & Reconciliation
  • Matching incoming payments to customer invoices
  • Reconciling the accounts receivable subledger to the general ledger
  • Investigating and resolving unallocated or short payments
  • Maintaining accurate customer account records

Reporting & Credit Support
  • Preparing AR ageing reports and highlighting risk accounts
  • Supporting credit checks and credit limit reviews
  • Assisting with month-end close and bad debt reporting
  • Responding to customer queries on invoices and account balances

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 accounting systems and collections workflows.

  • Education: Bachelor's degree in Accounting, Finance, or a related discipline, or equivalent AR experience
  • Industry Context: Experience managing customer invoicing, collections, and credit control
  • System Knowledge: Proficiency in Xero, MYOB or QuickBooks
  • Communication: High proficiency in written and spoken English for customer correspondence, including sensitive payment conversations
  • Core Competencies: Strong attention to detail, persistence in following up, and professionalism handling overdue accounts
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.