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KEEP YOUR PROJECTS ON TRACK WITH AN OFFSHORE PROJECT COORDINATOR

Free your team from chasing subcontractors, permits, and paperwork, keep projects moving to schedule, and give clients clear updates with a dedicated offshore Project 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 PROJECT
COORDINATION BOTTLENECKS 

Trade businesses running multi-stage projects juggle subcontractors, permits, budgets, and client updates all at once. However, that coordination work often falls behind, and schedule slips, missing documentation, or unclear client communication end up costing time and trust.

Common bottlenecks include:

rising-costs

Margins under pressure?

High cost of hiring a dedicated local project coordinator

team-burnout

Core team stretched thin?

Project leads buried in coordination instead of delivery

high-turnover

Delayed customer service?

Poor updates and missed milestones frustrating clients

hiring-bottlenecks

Hiring hurdles?

Difficulty finding reliable project coordination 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 BUSINESS

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

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

Project 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 Project Coordinator manages project timelines, subcontractor coordination, and documentation end to end, keeping projects on schedule and clients informed.

Project Planning & Timeline Management
  • Building and maintaining project schedules and milestone timelines
  • Tracking task dependencies and flagging schedule risks early
  • Coordinating start dates and sequencing across trades and stages
  • Updating project timelines as scope or conditions change

Subcontractor & Trade Coordination
  • Coordinating subcontractor bookings and confirming site access dates
  • Tracking subcontractor progress against agreed timelines
  • Following up on outstanding subcontractor documentation and compliance
  • Communicating schedule changes and site requirements to trades

Documentation & Compliance Tracking
  • Maintaining permit, approval, and inspection records for each project
  • Tracking variations, change orders, and client sign-offs
  • Organising project files, drawings, and site documentation
  • Preparing documentation for inspections and handover

Client Updates & Budget Tracking
  • Preparing regular project status updates for clients and stakeholders
  • Tracking project costs against budget and flagging variances
  • Coordinating milestone invoicing with the finance team
  • Maintaining a clear record of project communications and decisions

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 project systems and workflows.

  • Education: Certificate, diploma, or bachelor's degree in Construction Management, Business Administration, or a related discipline
  • Industry Context: Experience coordinating multi-stage projects for trade, construction, or building businesses
  • System Knowledge: Proficiency in common project and trades management platforms (such as Procore, Buildxact, SimPRO, or Fergus)
  • Communication: High proficiency in written and spoken English for client, subcontractor, and internal correspondence
  • Core Competencies: Strong organisation, attention to detail, and the ability to keep multiple moving parts on track
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.