Application and Account Administration
Check files for required information, maintain records and follow up missing documents. Your authorised team decides eligibility and approves account changes.
Lenders, insurers, brokers and financial-services businesses
Offshore Staffing for Banking, Finance & Insurance
Organise application records, reconciliations and customer administration around your approval controls.
Covela recruits, employs and supports your Philippine-based team. You direct their daily work.
Our Customers
Australian industry context
139,417
Financial and Insurance Services Businesses
Actively trading businesses at June 2026 · Australia
Describe your own application, claims or transaction workload. Set review requirements and approval authority before choosing the role.
ANZSIC Division K; business count, not employment or potential Covela customers. Source: ABS Counts of Australian Businesses, July 2022–June 2026. Checked 15 October 2026.
Australian industry context does not establish offshore hiring demand, candidate availability or Covela results.
Work with a clear owner
What work can your offshore team handle?
Start with recurring responsibilities and the decisions your team needs to review. These examples help you define the brief.
Claims and Customer Support
Record enquiries, organise claim documentation and communicate approved status updates. Escalate disputes and decisions to the appropriate specialist.
Finance Operations
Prepare reconciliations, maintain transaction records and compile reports. Your finance lead reviews adjustments and retains payment and reporting sign-off.
Roles for Banking, Finance & Insurance
Shape each role around your workload, systems and supervision. Explore a role or function, then tell us what you need covered.
Finance Officer
Prepare reconciliations and reporting inputs.
Explore the roleMortgage Processing Assistant
Check application documentation and follow up gaps.
Explore administration rolesClaims Administrator
Organise claim records and status updates.
Explore operations rolesCustomer Support Specialist
Route account enquiries to authorised decision-makers.
Explore customer support rolesExample responsibilities for discussion, not fixed staffing packages or advertised vacancies.
Experience from Adaca
Engineering in Financial Services
Adaca provided specialist Salesforce engineering for online lender Prospa.
The example demonstrates Adaca’s experience with financial-services technology. It does not imply that Covela makes lending decisions or provided Prospa’s administrative staff.
Read Adaca’s Prospa case study ↗Working together
Clear Access. Clear Approvals.
Your authorised staff retain lending, underwriting, claims decisions and financial advice. Agree the role’s access and supervision before sharing customer or financial records.
Your Systems and Review Points
Name your CRM, loan or policy system and accounting tools. Specify permitted information, record-keeping rules, approval limits and escalation requirements for each workflow.
ISO 27001-Certified Operations
Covela’s staffing service is covered by ISO 27001 certification. Agree the information each role needs, the access you authorise and the review and escalation requirements before onboarding.
Discuss your information requirements ↗Your Business Leads
You set priorities, manage daily work and approve access and outputs.
Covela Supports
We handle recruitment, employment, payroll and HR. Leave, overtime requests and performance reviews come through our platform for your approval.
From Your Brief to Your Team
Our platform keeps the brief, candidate coordination and ongoing people administration together, with human support across Australia and the Philippines.
Define the Work
Set responsibilities, systems, experience and the manager who will guide the person.
Meet Candidates
We assess your brief and provide candidate profiles within 48 hours. Interviews and candidate refinement shape the hiring decision.
Start and Settle In
Agree a start date around notice periods, prepare access and introduce the person to your team’s review process.
Questions About Your Banking, Finance & Insurance Team
Scope the role before recruitment, so everyone knows what the person will own and when to ask for guidance.
Can a support role approve applications or claims?
No. Support staff prepare applications, maintain records and route requests for approval. Your authorised staff retain responsibility for lending, underwriting and claims decisions.
Can we use our own procedures and quality checks?
Yes. Include your process documents, sample files and review criteria in the brief. Your manager directs the work and checks it against your requirements.
Who manages the person’s daily work?
Your business sets priorities, gives instructions and reviews the work. Covela recruits and employs your people, handles payroll and HR, and coordinates ongoing people support.
How long does recruitment take?
We assess your brief and provide candidate profiles within 48 hours. Hiring generally takes around two weeks, assuming two to three interview rounds and candidate refinement. The person may then start immediately or up to four weeks later, depending on their notice period.
Build Your Banking, Finance & Insurance Team
Tell us what needs doing, which systems you use and who will direct the work. We’ll help you shape the role.