Mayflower Consulting Case Study
Discover how Mayflower Consulting enhanced its operations and team dynamics by partnering with hammerjack for offshore staffing solutions in technical communications.
Read more
Broking Assistant
RG146 Tier 2 Certified
✔ Draft complex risk profiles
✔ Analyse policy coverage gaps
✔ Prepare risk management reports
✔ Manage complex claim disputes
✔ Formulate renewal retention strategies
✔ Ensure strict regulatory compliance
Broking Assistant
✔ Process policy endorsements
✔ Generate new business quotes
✔ Maintain client CRM records
✔ Lodge initial insurance claims
✔ File required compliance documentation
✔ Prepare insurance renewal documents
Claims Specialist
✔ Calculate claim settlement figures
✔ Verify policy coverage details
✔ Process approved claim payments
✔ Update claim status records
✔ Identify potential insurance fraud
✔ Manage external vendor networks
Assistant Accountant
✔ Reconcile insurance accounts
✔ Follow up unpaid premiums
✔ Assist with BAS preparation
✔ Prepare month-end journal entries
✔ Process underwriter monthly payments
✔ Process broker commission statements
Trust Accountant
✔ Process client invoices
✔ Update general ledger
✔ Draft trustee resolutions
✔ Match purchase orders
✔ Prepare billing analyses
✔ Prepare and reconcile financial statements
Credit Analyst
-
Reviews borrower financial statements
-
Assesses overall credit risk
-
Calculates debt income ratios
-
Evaluates loan repayment capacity
-
Recommends final credit terms
Mortgage / Loan VA
-
Gathers client loan documents
-
Verifies applicant income information
-
Communicates with loan underwriters
-
Schedules client broker appointments
-
Updates client database records
Claims Processor
-
Verifies policy coverage
-
Submits electronic claims
-
Investigates denied claims
-
Resolves billing coding errors
-
Tracks claim payment status
Financial Analyst
-
Analyzes corporate financial data
-
Builds revenue forecasting models
-
Prepares management performance dashboards
-
Conducts budget variance analysis
-
Generates strategic financial reports
Tax Accountant
-
Prepares preliminary tax returns
-
Gathers client financial documentation
-
Reconciles general ledger accounts
-
Ensures local tax compliance
-
Assists with monthly close
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.
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.
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.
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.
.png)
hammerjack Highlights Continuity in Long-Term Client Partnerships
Discover how hammerjack’s long-term team continuity supports better client outcomes and employee growth through a seven-year partnership.
Read more
Spinn Business Solutions
Tim Hoopmann saw how the right outsourcing model could help his client scale smarter. See how hammerjack delivered consistency, clarity and scalability.
Read more