Key Facts

Remote From:

Full time

Senior (5-10 years)

English

Hard Skills

Filebeat Claims And Litigation Management Digital File Management Debt Compliance Digital File Management Microsoft Dynamics CRM Email Management Project Management Internal Communications

Other Skills

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Communication
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Multitasking
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Organizational Skills
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Progress Reporting
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Problem Solving

Roles & Responsibilities

At least 2-3 years of General Insurance experience, preferably in broking assistant roles
Experience using WinBEAT and Sunrise direct broker quoting portals
Exceptional internal communication, organizational, project-management, and multitasking skills
Strong accuracy in processing and preparing documentation; ability to follow processes, work independently, and report progress/issues

Requirements:

Maintain and update client records and organize digital files for easy retrieval and compliance.
Manage document management by saving invoices and related documents into the Document Management System per company protocols; ensure timely email and communications management.
Support renewal processes including pre-renewal coordination, preparing templates, schedules, Renewal Questionnaires, and obtaining renewal terms with claims history.
Source comparative quotes using current client data and claim history; monitor claims in the CRM and assist line managers to alleviate brokers’ workload.

hammerjack

About hammerjack

Outsource Solutions For Business hammerjack is an Australian & Philippine owned and operated offshore outsourcing services provider. Headquartered in Sydney with multiple operating offices in Makati, Manila, and Pampanga, Philippines. We specialise in providing dedicated, high performing teams and outsourced services to the global small and midsize business market. Our solutions deliver quality and consistent outcomes and are helping businesses to focus on their core competencies, reduce operating costs and deliver more value to their customers. hammerjack has been a major player in developing the new Knowledge Process Outsourcing (KPO) industry in the Philippines servicing the Australian, U.S.A and U.K markets. Over the last 7 years we have sourced trained and developed top talent focussed on the Finance, Accounting, Bookkeeping, IT and Virtual Assistant services space. Our knowledge and experience in implementing the latest technologies and systems to support the best people has led to continued success for our clients and their remote teams, all while placing information and cyber security at the forefront. Our operating model was born in the enterprise services space and has been specifically developed to cater for the small, midsize market. This experience and collaborative customer approach set business up for success, no matter where they are on their journey. We offer an enterprise level approach to continuous improvement, high performance & quality, and world class customer experience. Our ability to deliver this level of service across multiple lines of business and industry verticals is a product of our investment in people, technology and the governance that sits behind it all.

Company type: Scaleup

Founded: 2018

Company size: 501 - 1000

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Job description

About Us
hammerjack connects skilled professionals in the Philippines with growing businesses across Australia and beyond. The focus is simple: build teams that work as true extensions of their clients through the right people, clear systems, and consistent delivery.

Recognition over the past few years reflects that approach. hammerjack has been named among the Fortune 100 Best Workplaces in Southeast Asia and ranked 8^th Best Workplace in the Philippines, reinforcing the kind of environment being built for both clients and employees.

Our Impact
Teams are embedded, not outsourced in the traditional sense. That means aligned tools, shared expectations, and real accountability. The result is work that moves at the same pace and standard as onshore teams.

Across accounting, tech, admin, and marketing roles, professionals are contributing directly to business outcomes while building long-term careers.

Work Setup: Remote / Work-From-Home

DUTIES AND RESPONSIBILITIES

Internal Filing System: Maintain and update client records; organize digital files for easy retrieval and compliance.
Document Management: Save invoices and related documents into the Document Management System in accordance with company protocols.
Email Management: Manage incoming and outgoing communications to ensure timely responses and proper documentation.
Pre-Renewal Coordination: Allocate renewal tasks and issue pre-renewal templates, emails, and schedules. Prepare Renewal Questionnaires, Matrix’s, Renewal Summaries.
Renewal Processing: Obtain renewal terms highlighting changes and claims history.
Quoting: Source comparative quotes using current client data and claim history.
Debtor Management: Retrieve debtor reports and send statement reminders.
Claims Tracking: Monitor and manage claims within the CRM system, ensuring accurate and up-to-date records.
All Round Assistant - Assist line managers with any task required to alleviate Brokers’ workload.

QUALIFICATIONS

At least 2-3 years of General Insurance experience, preferably in broking assistant roles
Experience in using WinBEAT, Sunrise & direct broker quoting portals.
Exceptional internal communication skills. Must be prepared to share concerns, issues or training need to managers and brokers.
Strong organisational, project management and problem-solving skills with impeccable multi-tasking abilities.
Must have excellent accuracy in processing and preparing documentation
Must be curious to learn & understand, seeking efficiency in completing tasks
Ability to follow processes, think for themselves and work independently.
Communicate progress and/or report issues.

What’s in It for You

Flexibility: Work hybrid with options across Makati and Pampanga, aligned to day shift roles with Australian clients.
Workspaces that Work: Modern offices designed for focus, collaboration, and real productivity.
Coffee and After-Hours Drinks: Barista coffee on demand and a café bar to unwind after work.
Meals Covered: Complimentary meals once a week on your onsite day.
Health Coverage from Day One: Includes dependent options, so you’re covered from the start.
Competitive Compensation: Transparent salary packages with direct client involvement.
Career Growth: Ongoing training and real opportunities to step into bigger roles.
Recognised Workplace: Part of a team ranked 8^th Best Workplace in the Philippines and recognised among Fortune Best Workplaces in Southeast Asia.
Supportive Team Environment: Work with people who are easy to work with, reliable, and invested in doing good work.
Global Exposure: Work directly with international clients and be part of how teams scale globally.