Lance Taylor

About Lance Taylor

Organizations rarely struggle with ideas; they struggle with orchestration.My work connects leadership vision to execution, transforming promising ideas into remarkable projects and the operating systems that carry them forward. As a product-minded operations leader with 18+ years in insurance and financial services, I pair brokerage expertise with a startup mindset and a deep sense of agency.Recognized for seeing opportunities others miss, I have supported insurtech launches and built models that enable cross-sell growth. I aim to help leaders do the right thing in the smartest way possible, solving old corporate problems with fresh, innovative solutions. I think in systems and spot broken processes before others do, bringing order without slowing anyone down. By leveraging AI tools to uncover insights others miss, I help leadership move from high-level intent to shipped outcomes through sequenced execution.My goal is to create a sense of wonder that captivates the industry, placing the right message in the right minds through a bias for impact. I specialize in de-risking growth and am often brought into environments where the question is:\"How do we make this actually work?\" In these moments, I focus on four areas of leverage:Executive Value Pillars Strategic Orchestration: Aligning marketing, sales, product, and finance into a cohesive roadmap. Executive Enablement: Providing high-context advisory that empowers faster decisions. Capital Stewardship: Auditing P & Ls to ensure investment aligns with high-ROI priorities. Agile Orchestration: Shifting accountability toward measurable outcomes via delivery frameworks.To help teams do their best work, I facilitate prioritization and drive excellence by leveraging single sources of truth. If your team struggles to make decisions that stick, or if information is scattered and meetings feel unproductive, I can help achieve operational excellence.I’ve built my career unlocking stakeholder success by connecting the dots and driving value between the lines. I do my best work in a room full of bold thinkers and a whiteboard, driven by relentless curiosity and a focus on bringing the power of emerging technology to those who need it most.I’m drawn to how vibe coding and rapid prototyping help organizations test ideas and accelerate growth without adding headcount. If you\'re building something ambitious and want an executive partner who drives outcomes, thinks ahead, and takes ownership of your next phase, let’s connect.

Experience

1. Operations Manager

   EPIC Insurance Brokers & Consultants

   Mar 2025 — Present

   Strategic ScopeOperational partner to the CMO responsible for building the systems, governance frameworks, and cross-functional execution infrastructure that translate marketing strategy into scalable enterprise initiatives.Key Impact Strategic partner to CMO and leadership delivering insights that accelerate decisions and align priorities. Lead cross-functional initiatives across marketing, sales, and specialty practices from concept through launch. Serve as escalation lead for high-impact operational challenges affecting strategic initiatives. Architect the annual marketing operating roadmap and budget to direct investment toward growth priorities. Engineer Wrike governance and intelligence systems to drive visibility, ownership, and launch speed. Facilitate executive offsites and quarterly planning to align leadership on priorities and milestones. Oversee agencies and vendor partners to ensure initiatives support enterprise growth priorities.

Education

• California State University - East Bay

  Business Administration, Concentration in Marketing