Walter Phu
About Walter Phu
Walter Phu is an experienced underwriter currently working at TD Insurance in Toronto, Ontario, where he has been since 2018. He has a background in customer service and insurance advisory roles, with a focus on evaluating complex risks and promoting profitability.
Work at TD Insurance
Walter Phu has been employed at TD Insurance as an Underwriter since 2018. In this role, he provides underwriting decisions for complex risks that are referred by brokers. His responsibilities include evaluating risks to ensure profitability and growth for the company. He utilizes various investigative reports, such as HITS, Autoplus, and MVR, to assess and determine suitable risks.
Previous Experience in Insurance
Prior to his current position, Walter Phu worked at TD Meloche Monnex as an Insurance Advisor from 2012 to 2018. During this six-year tenure, he gained experience in advising clients on insurance products and services. Additionally, he worked at BMO Financial Group as an Everyday Banking Agent for four months in 2012, where he was involved in customer service at the Meadowvale Customer Contact Centre.
Customer Service Background
Walter Phu has a background in customer service, having worked as a Customer Service Clerk at Longo's from 2009 to 2012. This three-year experience in Markham #4 allowed him to develop skills in customer interaction and service delivery, which are essential in his current underwriting role.
Education and Expertise
Walter Phu studied at Seneca College of Applied Arts and Technology, where he achieved a diploma in Financial Planning and Services from 2009 to 2012. He holds a RIBO license and has completed three out of ten courses in the Chartered Insurance Professional (CIP) program, indicating his commitment to professional development in the insurance field.
Involvement in National Projects
Throughout his career, Walter Phu has participated in national projects that involve risk events across all markets. This experience contributes to his understanding of the broader insurance landscape and enhances his ability to make informed underwriting decisions.