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Grant Robertson

Head of Financial Lines and International Placements at Donaldson Brown
Intro Book
Seasoned insurance professional with expertise in financial lines and commercial insurance.
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Location
Auckland, Auckland, New Zealand, NZ
Languages
  • English -
Skills
  • Professional Liability
  • Directors And Officers Liability Insurance
  • Cyber Insurance
  • Financial Institutions
  • Customer Service
  • Show all
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Bio

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Grant Robertson is a seasoned insurance professional with expertise in financial lines, directors and officers liability, cyber insurance, and commercial insurance. He has worked with top firms like Donaldson Brown, Rothbury Insurance Brokers, and MA Risk Solutions NZ Limited, providing advisory services and bespoke insurance solutions to corporate and professional services clients. With a strong educational background in economics and finance, Grant has developed a deep understanding of risk management and insurance principles. He is well-versed in areas such as financial institutions, public-listed entities, transactional risk, and multi-national solutions.

Experience

  • Donaldson Brown
    • New Zealand
    • Insurance
    • 1 - 100 Employee
    • Head of Financial Lines and International Placements
      • Nov 2023 - Present

      Responsible for the Donaldson Brown Financial Lines portfolio and Multinational Client portfolio.Advising clients with complex financial lines needsPlacement of complex risks into overseas markets and advising multinational clients on global insurance portfolio design and placement

    • Head of Financial Lines
      • Oct 2021 - Feb 2024

      Head of Donaldson Brown’s financial lines and transaction risks speciality team, focusing on Directors & Officers, Cyber, Professional Indemnity and ancillary lines.

    • Key Account Manager
      • Nov 2019 - Oct 2021

      Key Account Manager leading a team of risk and insurance advisors with overall responsibility for managing key corporate accounts for a boutique corporate risk advisory firm.Financial, Professional and Transaction Liability specialist.Areas of ExpertiseFinancial InstitutionsPublic-Listed EntitiesTransactional RiskMulti-National SolutionsInvestment/ Fund Managers & Private EquityFinTech Intellectual PropertyLegal & Accountancy ProfessionsTechnology CompaniesLife Science and Healthcare Companies

    • Senior Broker - Liability
      • Dec 2018 - Nov 2019

      Financial, Professional and Transaction Liability specialist responsible for providing advisory services and delivery of bespoke insurance solutions for intangible risks in a boutique corporate insurance advisory.

  • Rothbury Insurance Brokers
    • Auckland, New Zealand
    • Account Manager
      • Jul 2018 - Nov 2018
      • Auckland, New Zealand

      Account Manager for Rothbury Specialty Risks Ltd, a division of Rothbury Insurance Brokers focused on Corporate, Professional Services and Specialty Risks clientsMA Risk Solutions NZ Ltd was acquired by Rothbury Insurance Brokers in July 2018 to form Rothbury Specialty Risks Ltd

  • MA Risk Solutions NZ Limited
    • Account Manager
      • Nov 2017 - Jul 2018

      Account Manager responsible for providing advisory services and delivery of bespoke insurance solutions to Corporate and Professional Services clients in a boutique insurance advisory.

    • Account Executive
      • Aug 2012 - Nov 2017

      Account Executive responsible for Corporate, Financial, Executive and Professional Risks and Multi-National Placements in a boutique insurance advisory.

  • INTERGLOBAL INSURANCE COMPANY LIMITED
    • Auckland, New Zealand
    • Senior Medical Assistance Assessor
      • Sep 2008 - Jul 2012
      • Auckland, New Zealand

      Inpatient Medical Claims Assessment, Complex Claim handling, Medical Evacuation

Education

  • 2011 - 2015
    Massey University
    Bachelor’s Degree, Applied Economics and Finance
  • 2019 - 2020
    Professional IQ College
    New Zealand Certificate Level 5, Financial Services (General Insurance)
  • 2005 - 2007
    University of Auckland
    Bachelor’s Degree, Engineering
  • 2000 - 2004
    Auckland Grammar School
    High School
  • LMI College of Insurance & Risk
    Tier 1 Insurance Broking (Australia)

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Insurance”

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