Insurance Solutions

Your unique exposures require customized insurance solutions.

Adequately protecting the assets of your company and those of your executive team are too important to be left to generalists. Berkley Financial Specialists provides a comprehensive range of customized insurance solutions specifically designed to meet your Financial Institution’s needs. We offer specialized management liability and fidelity coverages.

Berkley Financial Specialists, a Berkley Company, is dedicated to providing customized, comprehensive insurance solutions and outstanding personalized services to Financial Institutions.

We focus on serving the insurance needs of Banks, Credit Unions, Insurance Companies, Registered Investment Advisers, and Registered Investment Companies with a range of Primary and Excess Management Liability and Fidelity Bond products, including but not limited to the following:

  • Directors and Officers Liability
  • Company Securities Liability
  • Errors and Omissions/Professional Liability
  • Lender Liability and Trust Liability for banks
  • Fiduciary Liability
  • Employment Practices Liability, including Third Party coverage
  • Cyber and Privacy Liability, including Business Interruption and Ransomware Extortion
  • Fidelity Bonds tailored to Banks, Credit Unions, Registered Investment Advisers and Insurance Companies
  • Registered Fund Liability
  • Professional Liability for Registered Investment Adviser (RIA) firms (State or SEC Registered)

Berkley Financial Specialists has risk prevention and mitigation tools to extend and “carry through” after the policy is written, along with a commitment to be there when you need us most:

  • Cyber CarryThru – Powered by NetDiligence® provides tools and resources to help Management Liability policyholders understand their exposures, establish a response plan, and minimize the effects of a data or security breach on their organization.
  • EPL CarryThru – We partnered with Jackson Lewis P.C. to provide our Employment Practices Liability insureds with risk management services, educational tools, and employment resources.

Berkley Financial Specialists’ claims team offers world-class customer service. We pride ourselves on providing an open line of communications with our agents and insureds.  We have the in-house expertise to handle all types of complex claims involving Financial Institutions and serve our clients’ needs.

For crime-related insurance needs, please visit Berkley Crime.

All products are underwritten on an admitted basis on behalf of W. R. Berkley Corporation member insurance companies, which carry A.M. Best and S&P A+ ratings and A.M. Best Financial Size Category XV. 

Berkley Crime logoBerkley Crime, a division of Berkley Financial Specialists, is focused exclusively on providing crime-related insurance products for commercial organizations, Financial Institutions, and governmental entities. For more information, visit:

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