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Jo Mason is a seasoned insurance professional with extensive experience in commercial insurance, risk management, and leadership. She has held various senior roles, including CEO of NZbrokers Management Limited, Independent Director at IBANZ Inc., and Member of the Womens Council at ANZIIF. Jo has a strong educational background, including a Certificate in Financial Services, an Advanced Management Programme from INSEAD, and an Associate’s Degree in Insurance from ANZIIF.

Experience

  • NZbrokers Management Limited
    • Auckland, New Zealand
    • Chief Executive Officer
      • May 2016 - Present
      • Auckland, New Zealand

      Responsible for the strategic growth and direction of NZbrokers, delivering maximum value to our partners.

  • IBANZ Inc.
    • Auckland, New Zealand
    • Independent Director
      • Jan 2018 - Present
      • Auckland, New Zealand

  • ANZIIF
    • Australasia
    • Member of Womens Council
      • Oct 2013 - Jun 2018
      • Australasia

      The key objective of the council is to act as a peak body of experienced and talented female professionals across the insurance and finance industry, unified in their commitment to help the Institute provide meaningful service to its female members.As a council member, I use my expertise to contribute positively to the discussions around key issues affecting insurance professionals in the sector and actively debate and influence the direction of the Institute programs and services to female members.

    • Australia
    • Insurance
    • 700 & Above Employee
    • National Manager - Underwriting Agencies & Cluster Groups
      • Sep 2015 - May 2016

      Development & Execution of AAL's Underwriting Agency Strategy as part of the One Allianz offering. Development & Execution of Strategies to enable AAL to maintain mutually beneficial partnerships with the major clusters of Steadfast & AIMs, and their associated clusters of IAA, NAS, Ausure & Westcourt.

    • National Manager - Cluster Groups and Specialty Lines
      • May 2015 - Sep 2015

      Responsible for formulating and implementing Strategies to enhance and develop relationships and growth of Allianz Australia Limited's most important Cluster Groups and Specialty Lines of Financial Lines, Motor Trades, Construction and Engineering as well as High Risk Solutions for Property and Liability.

    • Australia
    • Insurance
    • 700 & Above Employee
    • GM - Corporate Niche & Facilities
      • Aug 2012 - May 2015

      P&L Manager responsible for formulating and delivering growth and profit budgets and market strategies for the specialist commercial insurance areas of Corporate, Professional Risks and Marine and also the Aon Client Placement Facility. Gross Written Premium responsibility approx $400m

    • Executive General Manager - NZI (Acting - as required)
      • Sep 2010 - May 2015

      Acting EGM as requiredAchievements:• Successful leadership of employees around NZ in disaster recovery following the Canterbury Earthquake 4th Sept 2010, including ensuring the safety of staff, triaging of all matters pertaining to staff (temporary housing, deeming the office suitable to re-enter, ensuring staff received Employee Assistance Program support etc)• Successfully leading NZI in market response to the single biggest insurance event in the history of NZ – the Canterbury Earthquake. This included unprecedented claims response, ensuring that the reputation of the insurance industry was enhanced and with a focus on complete customer satisfaction.

    • GM - Corporate & Niche Business - NZI
      • Jun 2010 - Aug 2012

      P&L Manager responsible for formulating and delivering growth and profit budgets and market strategies for the specialist commercial insurance ares of Corporate, Professional Risks and Marine. This area has been recognized as having the most growth potential for NZI.

    • General Manager - Distribution (NZI)
      • Jun 2007 - Jul 2010

      Achievements:• Successfully implemented a large $2million+ internal project resulting in lower expenses and increased revenue (productivity gains)• Instrumental in delivering an historic profit for NZI 2010.• Staff engagement at 92% the highest in the company.

  • Omega
    • Auckland
    • Board Member
      • May 2012 - Dec 2012
      • Auckland

      Omega was a not-for-profit organisation working with business mentoring and opportunities for migrant employment in greater Auckland

    • State Manager - South Australia
      • Sep 2006 - Jun 2007
      • Adelaide

      Achievements:• Successful in moving $1million GWP commercial business from CGU to Allianz• Moving Allianz Brand from number 3 in State to Number 2 in State for consideration by Insurance Brokers Reason for leaving: Head-hunted back to NZ by the Executive GM - NZI.

    • Australia
    • Insurance
    • 700 & Above Employee
    • State Executive
      • Dec 2004 - Aug 2006

      Dotted - line report to Group CEO Achievements • Successful relocation of State Manager role to Hobart from Launceston.• Successful restructure of Intermediary business operations, incorporating Workers Compensation, Financial Institutions and Commercial, balancing the State and positioning it for future business opportunities. • Successful representation to IAG Executive as State Executive for the brands of CGU and NRMA.

    • Branch Manager - NZI
      • Apr 2004 - Dec 2004

      Achievements:• Delivered record $1million profit for NZI’s flagship branch• Increased broker satisfaction score from 56% to 85%. • Increased staff engagement from 55% to 74%

    • Various Branch, operational and National Roles
      • Nov 1985 - Apr 2004

      Various Branch and National roles commencing with Admin Assistant and working through all branch roles before commencing my first Management position as Branch Manger Napier in 1999 and most senior as Head of Direct Business (reporting to the Head of NZI) just prior to the IAG takeover in 2003.

Education

  • 2019 - 2020
    PIQ College
    Certificate in Financial Services - Level 5, Insurance
  • 2010 - 2010
    INSEAD
    Advanced Management Programme, Advanced Management
  • 1987 - 1992
    Australia and New Zealand Institute of Insurance and Finance (ANZIIF)
    Associate’s Degree, Insurance
  • IoD

Suggested Services

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Industry Focus. “Insurance”

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