
Portfolio Specialist, Financial and Liability
- New Auckland, QLD
- Permanent
- Full-time
Auckland based
Hybrid working, 3 days in the officeThe opportunityThis is a unique opportunity to step into a highly visible and influential role that connects the dots between Underwriters, Brokers, Product, Legal, and Claims across New Zealand and the Pacific.As a Portfolio Specialist, you’ll be part of a team that works across multiple lines – including Financial Lines, Marine, Property, and Liability – helping shape strategy, guide complex referrals, and influence productdevelopment.The role can be what you make it, including broker facing, with ability to write accounts and play a key role in educating others on appetite and wording.Your new roleThis role offers exposure to some of the most complex accounts in the business, with the chance to make a real impact on outcomes for our customers and our business.
- Main point of contact for complex Financial Lines referrals from the business.
- Work closely with Underwriters, Brokers, and Product teams to support innovation and growth.
- Lead the review and negotiation of policy wordings and endorsements.
- Provide training and education to Underwriters and Brokers.
- Influence product development and strategic portfolio decisions.
- Happy to talk flexible working.
- Proven experience underwriting corporate Professional Indemnity, D&O accounts.
- Strong understanding of liability and multi-line insurance.
- Confident reviewing and drafting policy wordings and endorsements.
- Comfortable working across teams and influencing stakeholders.
- Passionate about sharing knowledge and supporting others’ development.
- ‘Hybrid Working’ – a mix of working from home and in the office to enhance your work/life balance
- Life Leave, supporting the life events we all experience, leaving your annual leave for rest
- Free holistic wellbeing coaching, nutritional, confidential counselling, financial and legal advice
- 18 weeks’ gender-equal flexible leave for all new parents, including paid super
- Voluntary super contributions and company matching
- Income protection insurance & reimbursed Death and Total Permanent Disability insurance premiums
- A range of discounts on insurance products, car hire, hotels, goods and services
- Bloomberg Gender Equality Index 2018–2024 (global)
- Equileap Top 100 for Gender Equality 2023–2025 (global)
- 2021 LinkedIn Top Employer & HRD Employer of Choice
- 2020 Best Workplace Diversity & Inclusion and Excellence Award for Best Health & Wellbeing at the Australian HR Awards
- Platinum employer in the Australian Workplace Equality Index – the definitive national benchmark on LGBTIQ+ workplace inclusion
- Top 20 Workplaces for Dads in 2019 and 2020 (HBF Direct Advice for Dads)
- Family Friendly Accredited employer since 2021
- Winner Most Inclusive Workplace at the Australian HR Institute (AHRI) Awards 2023
- Winner Organisational Development category at the Australian HR Institute (AHRI) Awards 2022