Industries · Insurance brokers
Offshore teams for Australian insurance brokers
We build offshore teams for Australian insurance brokerages: full-time renewals admin, client service and accounts staff in Sri Lanka and the Philippines. Your licensed brokers keep the advice, placement and claims decisions. Roles are filled in 3–4 weeks from $5,999 + GST.
What an offshore team takes on
The renewals admin, so your brokers can focus on clients
An offshore team prepares renewals, updates records and reconciles premiums, so your brokers can spend more time advising and winning clients.
Renewal prep
Preparing renewal information and reminders from your system.
Client records
Updating policies, endorsements and client details.
Quote admin
Collecting information and preparing submissions for broker review.
Premium reconciliations
Matching premiums, commissions and insurer statements.
Debtor follow-up
Following up unpaid premiums on a set schedule.
Accounts
Bookkeeping, supplier bills and BAS prep for your accountant.
Roles insurance brokers hire
6 roles that fit insurance brokers
Pictured: members of the Elephant Teams team.
Software
Screened on your tools
Name your tools in the briefing and we assess candidates on them.
- Sunrise
- WinBEAT
- Insight
- iBais
- Microsoft 365
- Xero
Data & security
Keep data on kit you control
Choose hardware coordination (you own the equipment) or fully managed IT (leased laptop with setup and security handled), and give staff access only to the systems and files they need.
Our IT security approach →
Which option suits you
Recruit-only or managed: pick the support you need
Brokerages with a senior who can train and review usually pick Ready for You at $5,999 + GST, with SOR ($0/mo) or EOR ($350/mo). Brokerages making their first offshore hire usually pick Managed for You at $1,000/month on a 12-month commitment, which adds onboarding playbooks and HR guidance.
READY FOR YOU
$5,999 + GST
Then $0/mo (SOR) or $350/mo (EOR). 3-month guarantee.
MANAGED FOR YOU
$1,000 / month
No recruitment fee, 12 months. 5-month guarantee.
Australian practices and businesses building offshore teams with us
Insurance brokers FAQ
Common questions
Can offshore staff give insurance advice?
No. They handle admin, renewals prep and reconciliations. Advice, placement and claims decisions stay with your licensed brokers in Australia.
Which role should a brokerage hire first?
Usually an accounts assistant for renewals admin, then an accounts receivable officer for premium reconciliations.
How do we protect client data?
Choose hardware coordination or fully managed IT, give staff access only to what they need, and follow your licensee requirements.
Can they work in our broking system?
Yes, where your system and licensee allow offshore users. We screen candidates on the software you name.
Sri Lanka or the Philippines for an insurance brokerage?
Both work and our fees are the same. The Philippines suits phone and customer-facing work; Sri Lanka suits accounts, reporting and detailed admin. We recommend one in your consultation.