Headquarters:

Rosedale, Auckland

Year founded:

2003

Number of employees:

Phone:

021 893668

Email:

jom@nzbrokers.co.nz

Website:

nzbrokers.co.nz

LinkedIn:

linkedin.com/company/linkedin.com/company/nzbrokers-management-limited

“What drives our success is our results-driven people. Capable, entrepreneurial Rohitians are the driving force behind our growth”,

Masa Idelbi, Manager - Human Resources

Jo Mason

Chief Executive Officer

Danielle Brookbanks

Operations Manager

Rochelle Nayler

Head of Technology Solutions

Leadership

Jo Mason joined NZbrokers in 2016. She has more than 30 years of insurance industry experience, both in New Zealand and Australia. Prior to this, she was national manager, underwriting agencies and cluster groups at Allianz Australia, a role that had responsibility for the strategic growth and development of the specialised agencies, including such names as global transport, strata community insurance and pet plan. Preceding this role, Mason was NZI’s GM of corporate and facilities in Auckland, where she helped lead the integration of the Lumley NZ business into IAG. Mason attended INSEAD business school in France and Singapore, completing an Advanced Management Program, is a senior associate of ANZIIF, and holds a Level 5 NZQA Financial Services.

Chief Executive Officer

Jo Mason

Danielle Brookbanks moved back to her native New Zealand with her young family in late 2015 and started work for NZbrokers in early 2017, originally in a part-time capacity. She now performs the function of managing operations for NZbrokers. Prior to this, Brookbanks worked as a key account manager in the beauty distribution industry with large FMCG clients in Australia. Prior to that, she worked in London in sales and client services for a leading provider of energy trading solutions to traders, brokers and exchanges.

Operations Manager

Danielle Brookbanks

Rochelle Nayler began her career in the insurance industry in 1989. She has experience with both insurance companies and insurance brokers in a variety of roles, including underwriting, claims, binder facilities, account management and broking office accounts and office management. In 2010, a change in career direction saw her move into the IT systems side of insurance with WebForm design, set-up, and implementation of eGlobal and staff training. She progressed with this career path in a role at Ebix as a software consultant, working with ongoing development, testing, implementation, training and support for eGlobal. In 2014, Nayler joined NZbrokers. She leads a skilled IT team focused on support and development for current systems as well as taking the company into the future in the information technology space. She holds a diploma in leadership and management from the Australian Institute of Management.

Head of Technology Solutions

Rochelle Nayler

“What drives our success is our results-driven people. Capable, entrepreneurial Rohitians are the driving force behind our growth”,

Masa Idelbi, Manager - Human Resources

“We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations”

Erica Kofie, QBE

Leadership

“We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations”

Erica Kofie, QBE

“What drives our success is our results-driven people. Capable, entrepreneurial Rohitians are the driving force behind our growth”,

Masa Idelbi, Manager - Human Resources

Leadership

John Davison

Technical Manager – Insurance

John Davison joined NZbrokers in November 2017 after spending 37 years with NZI. He brings significant experience and local knowledge to the role. His previous roles have been in all aspects of insurance, sales, underwriting, audit, branch management in Auckland, Rotorua and Tauranga, and more recently as national manager, CPF, responsible for managing the NZI team that services CPF throughout NZ. Davison has a strong technical background, particularly in negotiating wording and dealing with claims issues. He also has strategic, people management, and leadership skills from being a people manager with NZI for over 25 years. Davison is also a senior associate at ANZIIF.

Technical Manager – Insurance

John Davison

Kerrie Coxell

Team Manager – Care Liability

Kerrie Coxell joined Pen in February 2018, initially as an underwriter in the care team, and was appointed team manager in 2021. Prior to joining Pen, Coxell was an insurance broker for more than 25 years with experience servicing aged and disability care clients and as a loss adjuster for three years. The Pen Care liability team offers bespoke combined liability (GL/PI malpractice and ML) products to the aged care and retirement village sectors and disability and home and community care providers. The team of four full-time underwriters pride themselves on their superior knowledge and insight into these sectors. They are passionate about assisting brokers and their clients to manage the risks associated with being service providers. Coxell loves to engage and work with brokers to understand their clients’ needs, providing first-class service, knowledge and support that continues into the claims process. Coxell spends her time living between the sunny Gold Coast and the thriving metropolis of Sydney – living her best life.

Team Manager – Care Liability

Kerrie Coxell

NZbrokers is the largest independent insurance broking collective and the third largest broking group in New Zealand. Its purpose is to provide support and systems for independent brokers that enable better client outcomes. NZbrokers has 47 members, representing approximately $850m. Its local strength, coupled with the financial backing of its parent company, AUB, puts the company in a strong position to continue to be successful in the future. NZbrokers lives by its values of keeping it real, being one team, upholding the philosophy, delivering the promise, having a number 8 wire mentality, and punching above its weight

“We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations”

Erica Kofie, QBE

Paul Behm

Underwriting Manager – Hospitality

Barry Long

Team Manager – General Liability

Chris Bounos

Underwriting Manager – Professional Risks

Simon Williams

Chief Strategy & Distribution Officer, Arch Insurance International and Active Underwriter, Syndicate 1955

Paul Behm joined Pen in 2017 as hospitality underwriting manager. Behm is a career insurance industry professional with 25 years of experience covering underwriting, business development, relationship management, broking and portfolio management. For the last 13 years, Behm has been focused on the delivery of products to the hospitality sector and has built significant relationships across this industry group. Behm has a passion for service that is translated into speed to market and deep knowledge of Pen’s products and how they relate to the hospitality industry.

Underwriting Manager – Hospitality

Paul Behm

Barry Long joined Pen in May 2021 and was appointed team manager at the end of 2021. He leads a team of highly experienced liability underwriters across the Sydney, Melbourne and Brisbane offices and is dedicated to providing outstanding service and technical expertise to the company’s brokers. Long and his team collaborate with brokers to develop innovative products and risk solutions across a wide range of liability classes, both primary and excess. The company’s broad appetite and superior capacity enable it to tailor its coverage to meet its clients’ needs. Long began his insurance career after university, first in broking and then in underwriting financial lines. He moved into casualty underwriting in 2011, where he has underwritten and managed portfolios of complex corporate, energy, mining and construction risks, most recently at Zurich.

Team Manager – General Liability

Barry Long

Chris Bounos is the professional risks underwriting manager at Pen. He has been with the company since 2016. Bounos has been underwriting PI for 16 years, having worked at Dual, Allianz and Quanta. The professional risks team specialises in excess loss, professional indemnity and cyber. The PI focus is mostly on the construction and engineering sectors for medium-sized and smaller corporate accounts, as well as lawyers and other miscellaneous professions. The company’s cyber facility has a very broad appetite and can accommodate risks up to $450m in turnover. The professional risks team prides itself on service, technical knowledge and a solution-driven attitude for their broking partners.

Underwriting Manager – Professional Risks

Chris Bounos

Kimi Shah leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic, and tailored to each situation.

Partner

Kimi Shah

Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.

Partner

Kimi Shah

Partner

Kimi Shah

“Despite the challenging claims environment, QBE’s coverage and risk appetite have remained consistent. Brokers and customers know and understand our risk appetite and the cover we offer, providing them with certainty for the future,” says Erica Kofie, head of cyber proposition. “We put our customers at the centre of our business, responding to brokers in a proactive and timely manner and working with the customer to understand their unique risk profile and tailor appropriate solutions.” Kofie adds, “Through 2022, QBE successfully delivered significant growth in the cyber sector, reflecting the depth and strength of our team. We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations.”

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Small business

Brokers’ Pick – Professional liability

Broker's Pick – Personal Accident and Illness Insurance

Turnaround time – claims

BDM support

Broker communication, training and development

Overall service level

BDM support

Medal

Overall service level

Broker communication, training and development

BDM support

Turnaround time – claims

Broker's Pick – Personal Accident and Illness Insurance

Brokers’ Pick – Professional liability

Small business

Medal

Overall service level

Broker communication, training and development

BDM support

Turnaround time – claims

Broker's Pick – Personal Accident and Illness Insurance

Brokers’ Pick – Professional liability

Small business

The Rohit Group acknowledges the importance of mental health awareness and supports all its employees and their families by offering a Customized Mental Health Program with regular Mental Health Workshops to all Rohitians. The program covers up to $2,500 per employee for additional psychologists, psychiatrists, mental health specialists, marriage counsellors, and more. The company also collaborates with its psychologist partner to cover the cost of all confidential counselling sessions for staff and their family members. Under Rohit University, the company introduced customized mental health workshops where every employee can learn about mental health, proactively address mental health issues on personal and professional levels and become more resilient. Over the past two years, the Rohit Group celebrates Mental Health Awareness Week in Canada (May 1-7) by having a townhall to discuss the year’s theme. With emphasis on living a culture of continuous learning and development, Rohit University is launched by the Human Resources team to address the drive for growth. It offers a variety of different technical and interpersonal courses to address the needs of Rohit’s growing business. Rohit University’s Leadership Development Program is the first program launched in November 2022 in collaboration with University of Alberta’s Executive Education Program. Since launching, Rohit University has provided meaningful learning experiences for 40 people leaders on Emotional Intelligence (learning about self), how to manage others (different personality), financial and strategic management, and being comfortable with discomfort (decision making). To build on its exceptional employee learning programs, the Rohit Group regularly partners with other organizations to provide Rohitians with a variety of courses on problem solving in home building, construction and condo fundamentals, stress management, and work-life balance to mention few.