Finance and Insurance Outsourcing | Hire Skilled Remote Professionals from the Philippines
Streamline operations, reduce overhead, and improve efficiency by outsourcing finance and insurance roles to experienced Filipino professionals.
Connected Workforce helps accounting firms, insurance brokers, and financial service providers build high-performing remote teams that are reliable, cost-effective, and fully integrated into day-to-day operations.
Whether you need licensed accountants, policy administrators, claims support, or client-facing virtual staff, we’ll match you with the right professionals without the overhead of hiring locally.
Who We Support in Finance and Insurance
We work with businesses of all sizes from boutique insurance agencies to multi-branch accounting firms — helping them outsource back-office and client-facing roles such as:
- Accounting firms
- Bookkeeping services
- Insurance brokerages and agencies
- Financial advisory firms
- Credit repair and lending companies
- Claims processing companies
- Insurtech and fintech startups
Roles We Commonly Fill
You can outsource a wide range of finance and insurance roles, including:
Finance Roles
Insurance Roles
- Accountants (PH CPAs, U.S.-focused)
- Bookkeepers and AP/AR Specialists
- Payroll Processors
- Financial Analysts
- Tax Assistants
- Loan and Credit Analysts
- Compliance and Reporting Support
- Claims Processors
- Policy Administrators
- Underwriting Assistants
- Client Service Representatives
- Billing and Commission Specialists
- Insurance Virtual Assistants
- Renewal Coordinators
Need a blended support team? Contact us➜ We’ll help you build cross-functional roles tailored to your workflow.
Why Outsource Finance and Insurance Roles to the Philippines?
The Philippines is one of the top destinations for financial services outsourcing due to its skilled, English-proficient workforce, cost-effectiveness, strong cultural alignment with Western countries, and supportive government policies.
Trained in Global Finance and Insurance Standards
Filipino professionals are educated in accounting, insurance, and compliance frameworks aligned with U.S., UK, and AU regulations. Many have years of experience supporting international firms.
Detail-Oriented and Process-Focused
Finance and insurance operations rely on accuracy and timeliness. Our candidates are trained in documentation, compliance, and structured workflows — ideal for high-stakes, recurring tasks.
Excellent English and Client Interaction Skills
Need someone to speak with clients? Our talent pool includes support professionals with strong written and verbal English, making them ideal for both back-office and front-line roles.
Tech-Savvy and Tools-Proficient
From QuickBooks, Xero, and NetSuite to industry-specific CRMs like Applied Epic, AMS360, and Salesforce — we source talent who are already comfortable in the systems you use.
Cost-Efficient Staffing That Scales
By outsourcing to the Philippines, you save up to 70% on payroll costs — without compromising quality. Scale faster, reduce hiring risks, and keep operations lean.
Want to know how Connected Workforce can help your business?
Outsourced Industry Categories
Why Partner with Connected Workforce
You don’t just need a staffing agency — you need a partner who understands the nuances of financial and insurance services.
Industry-Focused Recruiting
We understand the difference between a bookkeeper, a payroll specialist, and an AP assistant — and we source accordingly.
Trusted by U.S. Firms
Our remote hires already support accounting firms, independent brokerages, and financial advisors across the U.S.
Built for Long-Term Growth
Whether you’re hiring one support rep or building a five-person offshore team, we help you scale with structure and support.
Confidential and Secure
We implement NDAs, encrypted file sharing protocols, and access control to protect your client and financial data.
Cost savings
Annual Savings
Long-term contract
How we work
Simple, Flexible Admin Outsourcing
01
Define Your Needs
Whether you need full-time support for your CPA firm or a bilingual client care rep for your brokerage, we’ll clarify the roles and required experience.
02
We Source and Vet
We tap into our network of trained Filipino professionals and run them through multi-step screening technical skills, industry knowledge, software fluency, and communication.
03
We organize interviews, You choose
You review pre-vetted candidates, schedule interviews, and choose your hire. We can assist with testing and evaluations if needed.
04
We Manage the Admin
We handle payroll, contracts, and compliance. You get a fully integrated remote team member with none of the HR headaches.
Straightforward contract. No setup fees. Pay only for productive hours worked.
Let’s Build Your Remote Finance or Insurance Team
Whether you need consistent bookkeeping, help processing claims, or support keeping your financial operations on track — we’ll help you outsource with confidence. Let’s talk about your goals and build a team that delivers measurable results.