Financial ServicesCovering the Financial Services industry with solutions for specialized protection.

Understanding the complexities and risks associated with financial institutions takes expertise — the kind we’ve amassed at OneBeacon Professional Insurance. We know how fulfilling service demands for your customers can affect your insurance risks. Putting our experience to work, we deliver @vantage for financial services – a tailored insurance package that meets your needs in one step, driven by a team of underwriting, claims and risk management experts who work together as one for you.

Learn more about our Financial Services product specialists:


Tammy Placzek
Vice President

Gary Tannenbaum
Vice President

Eligible Financial Services Risks:

  • Commercial banks, savings banks and savings and loan institutions
    • All sizes eligible for property and casualty coverage
    • Institutions under $3 billion in assets eligible for specialty coverages
  • Security Brokers/Dealers
  • Investment Advisors
  • Insurance Companies
  • Credit Unions