Insurance Risk Adviser – Business Development

Are you a commercially minded insurance professional who builds trusted relationships and turns them into meaningful opportunities? This Auckland-based role gives you the chance to grow DB’s relationship with a key partner, help business customers understand and manage risk, and connect them with clear, practical advice.

You will be expected to build trusted relationships across a key partner’s commercial network, create a consistent flow of quality referrals and help turn opportunities into great customer outcomes. You will work closely with referral partners, DB advisers and the wider Auckland team to strengthen the relationship and support the continued growth of our commercial business.

You will own a visible pipeline from referral through to outcome, keeping key stakeholders and the DB team informed at each stage. You will maintain a select portfolio of clients, while creating and qualifying opportunities that can be handed seamlessly to the right adviser. Your ability to build genuine connections, ask the right questions and turn conversations into action will set you apart.

Success in this role is about more than winning business. You will be responsive, disciplined and proactive: following up referrals quickly, understanding each customer’s needs, keeping stakeholders informed and delivering clear, transparent advice. You will know your targets, pipeline and responsibilities, while working collaboratively to deliver exceptional outcomes. DB does things differently. We combine clear, practical risk advice with a transparent approach and a strong belief that opportunities and relationships belong to the team.   Our tried and tested approach has proven to be successful time and time again. 

A glimpse at what you’ll be doing

• Building and strengthening relationships with a critical referral partner’s Auckland network and key stakeholders.
• Developing and managing a strong pipeline of prospective commercial clients.
• Identifying and converting new business opportunities.
• Managing a selected portfolio of commercial clients and providing ongoing risk and insurance advice.
• Preparing and presenting insurance programme recommendations.
• Working closely with the wider DB team to deliver a seamless client experience and keeping referral partners informed from first contact through to final outcome. Building strong relationships with insurers, underwriters and industry partners.
• Contributing to business development and marketing initiatives.
• Maintaining accurate pipeline and client records, meeting compliance requirements, following through on commitments and delivering a consistently high standard of client service.

To thrive in this role, you will have:

• At least 3+ years’ experience in commercial insurance broking with the credibility to engage confidently with business owners and professionals.
• Proven track record in business development, sales or new business acquisition.
• Level 5 Financial Services qualification.
• Outstanding relationship-building and communication skills, backed by disciplined follow-through and the ability to keep multiple stakeholders informed. A proactive approach, sound judgement and the confidence to identify, prioritise and pursue quality opportunities.
• Strong commercial acumen and problem-solving ability.
• A team-first mindset: you share information, opportunities and relationships, support colleagues and take collective responsibility for customer outcomes. A desire to continue learning and developing your career.

Why you’ll love working with us

We’re proud of the culture we’ve built and the opportunities we create for our people. You’ll be part of a driven team that values collaboration, energy and people who are willing to roll up their sleeves and get stuck in. We offer:

• Medical Insurance
• Extra leave at Christmas and a genuine focus on health and wellbeing
• A team built on collaborating and supporting each other
• Extremely strong referral sources to build your pipeline with warm opportunities
• A truly customer centric approach to doing business
• A flexible working environment built on trust, clear accountability and delivery
• Significant opportunities to progress for those with the drive to succeed
• A practical, team-first culture where people own their role, support one another and speak up early

If you are an experienced commercial insurance professional who enjoys opening doors, building trusted partnerships and turning opportunities into strong customer outcomes, we would love to hear from you. Join us and play a meaningful part in our growth journey. Apply now!

To be eligible for this opportunity you must be a New Zealand citizen, resident or hold a valid New Zealand work visa. Sponsorship for this role is unfortunately unavailable