Katherine So
About Katherine So
Katherine So is a Product Owner in CL-SL Operations & Planning at Intact, with a background in underwriting and project management. She has led national projects focused on product simplification and system conversion, and holds dual certifications as a Chartered Insurance Professional and a Certified Associate in Project Management.
Work at Intact Financial Corporation
Katherine So currently serves as a Product Owner in CL-SL Operations & Planning at Intact Financial Corporation. She has held this position since 2021 and is based in Toronto, Ontario, Canada. In her role, she has led three national projects focused on strategic objectives such as product simplification, requirements harmonization, system conversion, and data/knowledge management. Her experience at Intact also includes a previous role as an Intermediate Underwriter in Commercial Lines from 2015 to 2019.
Education and Expertise
Katherine So earned her Bachelor of Commerce (BCom) degree from The University of British Columbia (UBC), where she studied Finance and Marketing from 2011 to 2015. She holds dual professional certifications as a Chartered Insurance Professional (CIP) and a Certified Associate in Project Management (CAPM), which enhance her expertise in the insurance and project management fields.
Background in Insurance Industry
Katherine So has a diverse background in the insurance industry, with experience in both broker and direct distribution channels for commercial and personal lines underwriting. Prior to her current role at Intact, she worked at Economical Insurance as an Underwriting Assistant in Commercial Insurance from 2012 to 2015. She then transitioned to Intact, where she spent four years as an Intermediate Underwriter before becoming a Project Analyst at belairdirect from 2019 to 2021.
Professional Experience at belairdirect
At belairdirect, Katherine So worked as a Project Analyst in Corporate Personal Lines from 2019 to 2021. During her two years in this role, she contributed to various projects that aimed to enhance operational efficiency and improve service delivery within the organization. Her experience at belairdirect further solidified her understanding of the personal lines market.