Financial Services Firms

Clark offers Insurance, Bonds and Employee Benefits for Financial Services, including Credit Unions, Community Banks, Mortgage Brokers and Lenders, Investment Advisors, Securities Brokers/Dealers and Insurance Companies.

In addition to standard Property & Casualty lines of coverage, our carriers offer:
  • Cyber Risk / Cyber Liability (including Crisis Management)
  • Directors & Officers Liability and Employment Practices Liability
  • Fiduciary Liability
  • Kidnap, Ransom & Extortion
  • Mortgage Errors & Omissions / Impairment (foreclosures/repossessions included)
  • Professional Liability / Lender's Liability
  • Trust Errors & Omissions Liability
  • Financial Institution Bond
  • Other Bonds including Stamp Surety, Lost Instrument, Dealer Plates, Injunction, Replevin, Appeal, Release of Lien, Mortgage Broker, and Supervised Lender
Our Employee Benefits Department can offer:
  • Group Health, Dental, Vision, Life and Disability
  • Health Savings and Health Reimbursement Accounts
  • Voluntary Dental, Vision, Life and Disability
  • Group Long Term Care
  • Key Person Life and Disability
Clark Insurance also provides these services for customers at no charge:
  • MyWave for Property & Casualty - online safety and OSHA compliance resources  
  • Safety / Loss Control consultant
  • MyWave HR for Employee Benefits - assistance for human resources, including state/federal compliance information
If you would like more information about insurance for Financial Services firms, please contact:

     Property & Casualty:                            
     Paul Tringali, CPCU, CIC                      
     207.523.2245
     ptringali@clarkinsurance.com

     Employee Benefits:
     Dave Hamilton
     207.523.2294                          
     dhamilton@clarkinsurance.com
            -or-
     Chad Cote
     207.523.2288
     ccote@clarkinsurance.com