HUB Specialty Expert in Financial Institutions

Issued by HUB International

An individual holding this credential understands the regulatory requirements around vendor management of third-party service providers. To receive the designation of Specialty Expert in Financial Institutions, a Certified Professional must possess a proven track record of their knowledge of the industry, participate in local associations and continue to develop their expertise by working with a majority of Financial Institutions clients.

Skills

Commercial Insurance
Financial Institutions
Insurance
Risk Assessment
Risk Management
Risk Mitigation

Earning Criteria

Practice a minimum of 5 years with the industry
Maintain membership in local financial associations
Engage at least 50% of clients from the financial institutions industry
Devote at least 50% time to financial institutions industry
Participate in deal level mentoring new HUB individuals in the industry to perpetuate a growing knowledge of expertise in order to service our clients better