Sarah Taggart
Merrill,WI
Summary
Detail-oriented and experienced insurance professional with over 25 years in the industry, specializing in regulatory compliance and state filing processes. Proven success in managing end-to-end filing operations, mentoring team members, and fostering collaborative relationships across departments. Adept in SERFF and ISO platforms with a strong foundation in insurance services, claims support, and team leadership.
Overview
7
7
years of professional experience
1
1
Certificate
1
1
Associate in General Insurance (AINS)
1
1
Associate in Insurance (AIS)
Work History
Senior State Filing Analyst
Church Mutual Insurance Company, S.I.
Merrill, WI
02.2022 - Current
- - Lead state filing processes to ensure insurance product compliance across multiple jurisdictions
- - Prepare and submit filings via SERFF, interpret regulatory requirements, and resolve department objections
- - Liaise with state regulators and internal departments, coordinating calls and meetings for regulatory approvals
- - Mentor new analysts and conduct peer reviews to maintain quality and consistency
- - Collaborate with Product and Actuarial teams, leading filing meetings and project coordination
State Filing Analyst
Church Mutual Insurance Company, S.I.
Merrill, WI
01.2019 - 02.2022
- - Managed filing lifecycle from submission through approval and implementation
- - Maintained detailed filing records and handled regulatory correspondence
- - Demonstrated proficiency with SERFF and ISO systems
- - Supported departmental initiatives and team operations
Skills
- My Circular Activity (6 years)
- Microsoft Word and Excel (6 years)
- Quicksolver (6 years)
- SERFF and ISO platforms (6 years)
- Filing Lifecycle Management (6 years)
- Project Coordination (6 years)
- Communication with regulators (6 years)
- Insurance Regulatory Compliance (6 years)
- Sharepoint (6 years)
- Team mentorship and collaboration (10 years)
- Analytical thinking
- Time management
- Team collaboration and leadership
- Attention to detail
- Critical thinking
- Regulatory compliance
Accomplishments
Collaborated closely with Product and Actuarial teams from 2021–2025 to bring a new product to market. California’s rigorous regulatory standards made approval especially challenging, making the final authorization after four years a significant achievement.
Certification
- Associate in Insurance January 2020 to Present
- Associate in Insurance Services (AIS) February 2009 to Present
- Associate in Management (AIM) December 2025
Timeline
Senior State Filing Analyst
Church Mutual Insurance Company, S.I.
02.2022 - Current
State Filing Analyst
Church Mutual Insurance Company, S.I.
01.2019 - 02.2022