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KEEP YOUR MATERIALS MOVING WITH AN OFFSHORE PROCUREMENT COORDINATOR

Free your team from purchase orders and supplier follow-up, keep materials arriving on time, and stop jobs stalling on stock with a dedicated offshore Procurement Coordinator 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 PROCUREMENT
BOTTLENECKS 

Trade businesses rely on the right materials turning up at the right job at the right time. However, purchase orders and supplier follow-up often get pushed behind other work, and jobs stall waiting on stock that should already be on site.

Common bottlenecks include:

rising-costs

Margins under pressure?

High cost of hiring a dedicated local procurement coordinator

team-burnout

Core team stretched thin?

Office staff pulled into ordering instead of other admin

high-turnover

Delayed customer service?

Jobs delayed waiting on materials and deliveries

hiring-bottlenecks

Hiring hurdles?

Difficulty finding procurement talent in a tight market

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 BUSINESS

We help you build a dedicated offshore support model. By pairing your onshore team with a specialised offshore Procurement Coordinator in the Philippines, you remove ordering friction, lower operating overhead, and create real operational leverage.

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

Procurement Coordinator

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 Procurement Coordinator manages purchase orders, supplier follow-up, and materials tracking end to end, keeping the right stock on site so jobs don't stall waiting on deliveries.

Purchase Order Management
  • Raising purchase orders based on job requirements and approved pricing
  • Confirming order details, quantities, and delivery timelines with suppliers
  • Tracking order status and following up on delayed deliveries
  • Matching received goods against purchase orders and delivery dockets

Supplier Coordination
  • Maintaining supplier contact details, pricing, and account information
  • Comparing supplier quotes against standard pricing agreements
  • Following up on backorders, substitutions, and stock shortages
  • Resolving discrepancies between orders, invoices, and deliveries

Materials & Inventory Support
  • Tracking materials allocated to specific jobs and projects
  • Coordinating delivery timing with job schedules and site access
  • Monitoring stock levels for commonly used materials and consumables
  • Flagging low stock or reorder points for review

Documentation & Reporting
  • Maintaining accurate procurement records and purchase order logs
  • Reconciling supplier invoices against purchase orders and deliveries
  • Preparing spend and supplier performance reports
  • Filing delivery dockets, warranties, and compliance documentation

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 procurement systems and supplier workflows.

  • Education: Certificate or diploma in Business Administration, Supply Chain, or a related discipline, or equivalent experience
  • Industry Context: Experience managing purchase orders and supplier coordination for trade or construction businesses
  • System Knowledge: Proficiency in common trades job management and procurement platforms (such as ServiceM8, Tradify, SimPRO, or Xero)
  • Communication: High proficiency in written and spoken English for supplier correspondence
  • Core Competencies: Strong organisation, attention to detail, and persistence following up on orders and deliveries
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.