Give Your Producers More Time
To Win New Business.
Every insurance producer creates value by building relationships and closing business. A dedicated Producer Assistant manages quotes, applications, client documentation, and follow-ups so producers can spend more time generating revenue and less time managing administration.
Trusted by Growing Businesses Worldwide
BUILD PRODUCER PRODUCTIVITY
What Our Producer Assistants Actually Do
Productive producers spend more time building client relationships than on administrative tasks. Our Producer Assistants coordinate quotes, prepare applications, manage client documentation, and support renewals so your sales operation runs efficiently while producers stay focused on winning business.
Common responsibilities include:
Find your specialist — Browse All Roles →
Prepare Quotes
Coordinate quote requests and supporting documentation.
Support Applications
Prepare applications and collect required client information.
Manage Client Documentation
Maintain complete and organised client records.
Coordinate Client Follow-ups
Communicate with clients regarding outstanding requirements and policy updates.
Support Policy Renewals
Prepare renewal documentation and coordinate renewal activities.
Maintain CRM Records
Keep client and prospect information accurate and up to date.
Coordinate Producer Activities
Schedule appointments, organise workflows, and support producer priorities.
Strengthen Producer Operations
Continuously improve sales support processes that increase producer productivity.
Instead of asking producers to manage sales operations alongside business development, you gain a dedicated Producer Assistant who keeps your sales operation organised while giving producers more time to build relationships and win new business.
WHY BUSINESSES HIRE A PRODUCER ASSISTANT
More productive producers generate more business.
Revenue growth rarely slows because producers stop selling. It slows when administrative work steadily reduces the time available to build relationships, advise clients, and close new business. Dedicated Producer Assistants remove operational bottlenecks, improve sales efficiency, and create more capacity for producers to focus on revenue.
Increase Producer Productivity
Free producers from administrative work so they can spend more time selling.
Improve Quote Turnaround
Keep quotes and supporting documentation moving efficiently.
Strengthen Client Service
Maintain timely communication and organised client documentation.
Streamline Sales Operations
Support a smoother sales process from quote to renewal.
Build A More Scalable Sales Support Function
Develop reliable operational processes that support business growth.
Reduce Hiring Costs
Save 40–70% compared to equivalent local hiring while strengthening your producer support capability.
Lower labour costs are only one advantage. The real value comes from building a dependable producer support function that increases selling capacity, improves client service, and helps your agency grow more efficiently.
See How Much You Can SaveHow Offshore 24/7 Makes It Easy
Get started in days, not weeks
Bringing an offshore Producer Assistant into your agency should feel straightforward. Offshore 24/7 manages recruitment, onboarding, and integration so your specialist becomes a productive member of your sales team from day one.
-
We Understand Your Workflow
We learn how your producers manage quotes, applications, renewals, client communication, and sales administration to identify where the support can create the greatest impact.
-
We Match You With The Right Specialist
We recruit a Producer Assistant whose experience aligns with your agency management systems, insurance products, sales processes, and operational workflows.
-
We Get Them Productive Quickly
Your specialist works within your agency management platform, CRM, document management systems, and producer workflows while collaborating with your producers and client service teams.
-
We Support And Scale As You Grow
As your client portfolio expands and producers take on more business, we help you scale your offshore insurance team while maintaining dependable producer support.
Frequently Asked Questions
What does a Producer Assistant do?
A Producer Assistant supports insurance producers by coordinating quotes, preparing applications, managing client documentation, and handling administrative tasks so producers can focus on building relationships and generating new business.
When should I hire a Producer Assistant?
Hire a Producer Assistant when producers spend too much time on administration, quote turnaround slows, renewal coordination becomes difficult, or your agency needs more operational support to sustain growth.
How is a Producer Assistant different from an Account Manager?
A Producer Assistant supports producers by managing sales administration and operational workflows. An Account Manager manages ongoing client relationships, account servicing, and retention.
How is a Producer Assistant different from a New Business Administrator?
A Producer Assistant supports the producer throughout the sales process, from quotes to renewals. A New Business Administrator focuses on processing new business applications and coordinating underwriting after submission.
What systems do Producer Assistants commonly use?
Producer Assistants commonly use Applied Epic, Vertafore AMS360, Sagitta, HawkSoft, EZLynx, Salesforce, HubSpot, Microsoft Dynamics 365, Microsoft 365, Microsoft Excel, DocuSign, and other agency management and CRM platforms.
Can a Producer Assistant improve producer productivity?
Yes. By managing quotes, applications, client documentation, and follow-ups, Producer Assistants give producers more time to focus on client relationships, business development, and revenue generation.
Is this role suitable for offshore support?
Yes. Cloud-based agency management systems, CRM platforms, document management tools, and collaboration software allow Producer Assistants to work seamlessly alongside your producers and client service teams.
How do you protect our client and policy information?
Offshore 24/7 protects sensitive information through secure onboarding, controlled system access, confidentiality agreements, and established security practices that support insurance compliance and data security.
Which responsibilities should remain with leadership?
Leadership remains responsible for sales strategy, client relationships, and business development, while the Producer Assistant manages day-to-day quotes, applications, client documentation, follow-ups, and sales administration.
Get Started With Confidence
When your platform is secure and your risk is managed, you can scale your marketing with total confidence. Offshore 24/7 secures that capital protection for you.
Michael C.
Web Dev
Karen P.
Real Estate VA
Ranilyn G.
Property Manager
Mary D.
Auditor & Accountant
What Our Clients Say About Us
Hundreds of Australian businesses have used Offshore 24/7 to hire offshore staff in the Philippines — from their first virtual assistant to full offshore departments. Here's what they say.
"Working with Offshore 24/7 has been a fantastic experience for us. We’ve brought five new team members on board through them, and I couldn’t be happier with the results. Each of our new hires has shown a strong work ethic and fits in perfectly with our team. Ben and Jen, our go-to contacts, have been incredible throughout the entire process. They’re always just a call or email away and have been incredibly supportive and responsive. Their dedication really made the hiring process smooth and stress-free. If you’re looking for a reliable staffing partner, I strongly recommend Offshore 24/7. They’ve been a game-changer for us!"
Apartments Plus & The Property Business
"Working with Offshore 24/7 has been an outstanding experience for our company. Their professionalism and deep understanding of our needs led to the perfect placement of an exceptional staff member who has significantly contributed to our team's success. From the outset, Offshore 24/7 took the time to thoroughly understand our company culture and specific requirements. They provided a curated list of candidates, each of whom was not only highly qualified but also a great fit for our team. Their keen insight and attention to detail were evident throughout the recruitment process. Highly recommend the team at Offshore 24/7 when looking to place a staff member located overseas."
Aussie Property
"We were struggling to find a reliable lead generation partner until I discovered Offshore 247. Their team's expertise and dedication transformed our sales pipeline, within weeks, we saw a significant increase in qualified leads, resulting in substantial revenue growth, Offshore 247's professionalism, communication, and customized solutions exceeded my expectations, their ability to understand our unique needs and adapt their strategies accordingly has been invaluable, we highly recommend Offshore 247 to any business seeking efficient and effective lead generation solutions, their partnership has been a game-changer for our company."
My Business Plus
