Broking ✦ Policy admin ✦ Dedicated
Policy & certificates
administrator
Certificates issued within the hour, endorsements processed properly, schedules checked against what was actually placed, and client records accurate — the constant interruption work, handled.
Looking for this kind of work yourself? Apply at staffingsolutions.ph — this page is written for businesses hiring.
$14/hrFrom, + GST · full-time
Up to 70%Vs. a local hire
CertificatesIssued within the hour
~2 wksBrief → first day
The interruption tax on a broking business
A certificate of currency request always arrives when the broker is with a client. So does an endorsement, a change of address, a vehicle addition, a request for a policy copy.
Individually they take minutes. Collectively they fragment the day of the only person in the business who can give advice — and each one is a context switch away from renewal or new business work.
A dedicated policy administrator absorbs all of it. The broker's day stops being interrupted, and clients get a faster response than they were getting before.
What they process
- Certificates of currency — Issued promptly from your system on request, which is the single most common interruption in a broking office.
- Endorsements — Mid-term changes processed with the insurer — additions, deletions, address and detail changes — and confirmed back to the client.
- Schedule checking — Policy schedules checked against what was placed, so errors are caught by you rather than by the client at claim time.
- Policy documentation — Documents issued to clients, filed against the record and confirmed received.
- Client record upkeep — Contacts, exposures, renewal dates and claims history kept accurate in your broking platform.
- Premium funding administration — Applications prepared and tracked, and settlement documentation chased.
- Compliance file checks — Files checked for completeness against your licensee's requirements, with gaps chased while the detail is fresh.
- Cancellations and refunds — Cancellations processed, refunds calculated per the insurer's terms and confirmed to the client.
The advice line
Processing travels. Anything touching what cover a client should hold does not.
- Advice on coverWhether an endorsement is adequate, or whether cover should change, is licensed advice.
- Sums insuredNever advised on, even when a client asks directly during a routine change.
- Compliance judgementsThey check files against your checklist; whether a file is adequate is your licensee's judgement.
- Cancellation adviceProcessing a cancellation is administration. Advising on the consequences is advice.
More broking roles
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Questions
Frequently asked
How quickly can certificates actually be turned around?
Within the hour during their working day, which for Manila covers most of yours. That is usually a noticeable improvement — most brokers get to certificate requests between client meetings.
Can they process endorsements directly with insurers?
Where your licensee and the insurer's portal terms allow, yes. Confirm both before you start; access rules vary and it is an one-email question.
Is this enough work for a full-time person?
On its own, in a small brokerage, possibly not — which is why most clients combine it with renewals preparation or claims administration. One person doing all three across a small book is the usual shape.
How much does it cost?
From $14/hr + GST full-time — up to 70% less than a local hire, with no placement fee. Run your numbers →
Full-time, part-time or fewer hours?
Forty hours a week is our standard engagement and twenty is common. Below that we look at fifteen, ten or even five hours to get a role started, priced accordingly — a smaller engagement costs a little more per hour because the recruiting and management effort is the same. Plenty of clients begin at ten hours and grow the role once they see what comes off their desk.
Is there a minimum term?
Three months, then month to month. It's the same runway you'd give a new local hire to learn your systems, your clients and your standards — and the team members who get a fair run are the ones who stay for years. There are no exit penalties at any point, and if the issue is the person rather than the role, the first-week refund and free replacement cover that separately.
How do you handle confidentiality?
The same way you'd treat any remote team member. Every placement signs an NDA and a confidentiality clause before day one, and they work inside your systems — your email, your CRM, your file storage — so you control what they can see and can revoke access instantly. No client data is stored on our side.