Financial Institutions

Financial Institutions

Invest in Your Risk Management Program


As a financial institution, your customers trust you with their money. We are a leading brokerage firm with significant experience with financial institutions of all sizes, you can trust us to provide comprehensive insurance and risk solutions tailored to your financial organization.

Expanding regulatory requirements, eroding margins, rise in use of third-parties and issues involving data security continue to increase the industry’s complexity. CBIZ Insurance Services partners with you to address these concerns, including new and emerging risks. Through a comprehensive review of your insurance policies and an in-depth analysis of potential risks, we customize coverage options to help your institution avoid, mitigate or transfer risk.

With first-hand banking experience, our bank insurance professionals have the knowledge to ensure your bank has the right coverage.


  • Community Banks
  • Financial Institutions
  • Credit Unions


  • Custom-designed insurance programs
  • Coverage & exposure analysis
  • Loss control & safety
  • Workers' compensation claims
  • Cyber risk mitigation and management
  • Professional Liability, including directors and officers, banker's professional, lender liability, fiduciary & employment practices

The CBIZ Banking & Financial Services Practice assists banks, credit unions and other financial institutions with a unique range of consulting, compliance, due diligence and business services.


Access trends and regulatory developments that affect the banking & financial services sector through our quarterly newsletter.


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Risk Management and Insurance Consulting for Businesses

Our trusted advisors provide strategic insurance solutions, from risk management to executive risk, that address your unique pain points and goals.