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STAY RECONCILED AND AUDIT-READY WITH AN OFFSHORE TRUST ACCOUNTANT

Move client invoicing, ledger maintenance, reconciliations and billing analysis to a dedicated Trust Accountant in the Philippines. Trustee approval and payment authority stay with your onshore team.

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Claims Specialist DISPLAY - INSURANCE (1)
  • Free up your core team
  • Lower operating costs
  • Capacity to grow
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 TRUST ACCOUNTING Bottlenecks 

Insurance brokers face constant pressure to grow portfolios while maintaining strict compliance and reporting standards. However, senior finance staff often spend the bulk of their week on invoicing, ledger maintenance and reconciliations rather than reporting, controls and business decisions.

Common bottlenecks include:

rising-costs

Margins under pressure?

High onshore labor costs making finance team expansion unsustainable

team-burnout

Core team stretched thin?

Onshore finance staff burnout caused by invoicing and ledger volume

high-turnover

Delayed customer service?

Slow invoicing and delayed reconciliations due to capacity limits

hiring-bottlenecks

Hiring hurdles?

Difficulty finding and retaining qualified trust accounting talent locally

The role

Role overview & what you get

A dedicated offshore Trust Accountant handles the processing and reconciliation work behind your trust and general accounts, from client invoicing through to financial statements, so your onshore team can focus on controls, approvals and reporting.

Build your team
01 Client Invoicing & Receipting
  • Processing client invoices against policy and cover records
  • Allocating receipts and matching payments to the correct client account
  • Maintaining invoice registers and resolving billing queries
  • Preparing and issuing statements to clients and brokers
02 Ledger & Purchase Order Management
  • Updating the general ledger and maintaining the chart of accounts
  • Matching purchase orders against invoices and delivery documentation
  • Coding and processing supplier invoices for onshore approval
  • Investigating and clearing coding errors and posting variances
03 Reconciliation & Financial Statements
  • Preparing and reconciling financial statements for onshore review
  • Reconciling trust account balances against client and insurer records
  • Preparing supporting schedules and workpapers for month-end
  • Keeping records audit-ready for internal and external review
04 Trustee Documentation & Billing Analysis
  • Drafting trustee resolutions and supporting documentation for approval
  • Maintaining registers of resolutions, minutes and authorisations
  • Preparing billing analyses by client, product and revenue stream
  • Producing variance and margin reporting for the onshore team
Build your team
THE HAMMERJACK SOLUTION

Support built around your FINANCE TEAM 

 We help you build a dedicated offshore support model. By pairing your onshore finance team with a specialised Trust Accountant 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?

Onshore

What stays with your team

  • Trustee decisions and sign-off
  • Payment and trust authority
  • Compliance accountability
  • The client relationship
Offshore

What your hammerjack team handles

  • Client invoicing and ledger
  • Purchase order matching
  • Statement reconciliation
  • Billing analysis and reporting
Book an Advisory Call
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.