About Us

Meet the People of HUB Financial Services

As a division of HUB International, HUB Financial Services specializes exclusively in serving financial institutions. We serve 1,500+ banks, credit unions, mortgage servicers, finance companies, and specialty lenders. Our comprehensive capabilities set us apart:

  • We act as a broker for institutional enterprise and executive lines coverages (P&C, FI Bond, D&O, Cyber, and more),
  • We advise on balance sheet management and non-interest income securities, and
  • We serve as a program administrator for outsourced insurance tracking, lender-placed insurance and GAP protection programs.

We bring decades of financial institution experience, and every subject matter expert on our team is accessible when you need us.

Driven by Purpose. Powered by People.

At HUB Financial Services, our customer-centric approach ensures that we genuinely understand the unique challenges and opportunities facing financial institutions today. Our team represents the highest caliber of professionals, with tenured experts readily available to share in-depth industry knowledge. 

By prioritizing long-lasting partnerships, we empower our clients to confidently tackle changing financial landscapes and support them with custom, proactive solutions that drive success. 

Meet Our Team

Our Value-Driven Approach for Financial Institutions

Financial institutions demand expertise that goes beyond general knowledge. At HUB Financial Services, we’re built on that premise, offering a team of dedicated subject matter experts to address your unique challenges. 

Our exclusive focus on financial institutions allows us to understand the intricacies of enterprise risk, lending risk, compliance, net interest margin, and non-interest income, without the blind spots of traditional brokers. 

Partnering with industry-specific experts like us is essential to staying ahead and maximizing your success.

Why Do 1500+ Financial Institutions Trust HUB?

Because the difference speaks for itself.

  • Their borrowers reach a real person, in the US, every time they call.
  • Their questions get answered by subject matter experts, not sales reps with scripts.
  • Their daily workflow is lighter. Operational efficiency drives everything we do.
  • They gained a strategic partner in complex mortgage portfolio risk, not just another vendor to manage.

Rooted in integrity and innovation, we’re committed to providing tailored insurance and risk management solutions through strategic planning, valuable professional services and technology-based approaches. We welcome you to learn more about our team to see why partnering with HUB Financial Services ensures unparalleled support for your financial institution.