Lisa Tu, Cip
About Lisa Tu, Cip
Lisa Tu is an Intermediate Commercial Lines Underwriter at Intact, with over eight years of experience in the insurance industry. She specializes in underwriting fleet policies for the transportation sector and has a strong background in data analysis and customer relationship management.
Work at Intact Financial Corporation
Lisa Tu has been employed at Intact Financial Corporation since 2020 as an Intermediate Commercial Lines Underwriter. In this role, she underwrites commercial insurance policies, focusing on various business sectors across Alberta and the Territories. Prior to her current position, she worked as a Commercial Lines Underwriter from 2015 to 2020, where she gained extensive experience in underwriting. Additionally, she served as an Underwriting Assistant from 2013 to 2015, contributing to her foundational knowledge in the underwriting process.
Education and Expertise
Lisa Tu holds a Bachelor's degree in Finance from the University of Calgary, which she completed from 2006 to 2010. She furthered her education at the Insurance Institute of Canada, where she achieved the Chartered Insurance Professional (CIP) designation. Her educational background supports her expertise in underwriting, particularly in fleet policies for the transportation industry.
Background
Lisa Tu has a diverse professional background in the financial and insurance sectors. Before joining Intact, she worked at TD as a Financial Services Representative from 2010 to 2012. This role provided her with valuable experience in customer service and financial products, which complements her underwriting skills. Her career in insurance began with her position as an Underwriting Assistant at Intact, where she developed her foundational knowledge in the field.
Skills and Competencies
Lisa Tu possesses a range of skills that enhance her effectiveness as an underwriter. Her expertise includes data analysis, which aids in assessing risks and making informed underwriting decisions. Additionally, she has strong customer relationship management skills, allowing her to effectively communicate with clients and understand their needs. Her focus on innovation contributes to her ability to adapt to changing market conditions and improve underwriting processes.