OTPP & Munich Re
2016 - 2025
Leading cross-functional teams and initiatives
Directing discovery and external partners on the Parachute Insurance claims project
Facilitating discovery with SMEs and legal counsel
The claim submission flow needed to accommodate the different information required by health and life insurance products, while following the existing US member portal flow to leverage development work already in place. Discovery required whiteboarding sessions with insurance SMEs and Munich Re's Canadian claims team to compare the US flow against Canadian requirements and identify where it needed to diverge. What initially looked like a straightforward project, built on an existing pattern, became more complex once regulatory differences between the two countries required lengthy consultations with multiple internal stakeholders and legal counsel.
User flow I created after whiteboarding sessions with claims SMEs
Directing an external UX agency
I wrote the UX requirements and provided the agency with user flows, field details, and use cases covering all product and coverage combinations. Working closely with the agency through multiple rounds of feedback and iteration, we refined the wireframes to account for the Canadian product nuances identified during discovery.
Partnering with the development vendor throughout delivery
After approving the wireframes, my colleague and I collaborated on producing the Figma mockups in-house. I also led the content team, working with a translation vendor and ensuring English and French content was ready before each development sprint. I attended end-of-sprint showcases and participated in UAT to confirm designs and copy were implemented correctly in both languages. The Canadian first-notice-of-claim functionality launched in February 2022, the result of close collaboration across an internal UX team, insurance SMEs, legal counsel, and external UX, translation, and development vendors.
Leading multi-team initiatives at Ontario Teachers' Pension Plan
Coordinating across teams for retirement journey optimizations

Teams I worked with on the retirement enhancements initiative
Aligning designers and developers around a new design system
Members moving from OTPP's public site into their secure portal experienced a jarring shift: sections of the portal had been designed at different times with varying alignment to the brand, and accessibility issues on mobile added further friction. I championed and led the creation of a design system to bring coherence across both, making the case to our product owner for investing team time in it despite competing project deadlines.
Each of the eight designers on my team researched best practices for their assigned components and presented options to the group; we collectively chose the final versions and finalized them in Figma. To support implementation, the team also produced sample code, including HTML, CSS, and ARIA labels, and we identified champions on the development team to help drive consistent adoption.
The design system gave designers a clear guide to follow and developers a reliable source of truth, making collaboration faster and reducing the corrections needed at every implementation. More importantly, it shifted how the team worked: designers began thinking beyond individual screens to design for the system as a whole.

Design system components in use
Partnering with Data & Insights to surface insights at scale
I also partnered with the Data & Insights team to integrate AI into our research workflows. I developed the custom taxonomy used to analyze member call transcripts and web intercept survey responses through a secure ChatGPT Enterprise tool. We iterated on the taxonomy and prompts until I was satisfied with the AI's categorization, before rolling the tool out and training the team to use it.
This collaborative effort helped surface member pain points at scale, reduced manual synthesis time, and unlocked call transcripts as a new source of insight to help inform service improvements going forward.



