Sara Tappan

Personal Account Manager
Office Phone: 941-745-8300 Email:
As a seasoned Personal Account Manager with over 40+ years of experience in the insurance industry, Sara brings an unmatched level of expertise and dedication to her role. With her by your side, you’ll have peace of mind knowing you have a trustworthy and knowledgeable insurance advisor, ready to cater to your unique needs and ensure your financial security.

Key Accomplishments:

  • Over 40+ years of experience in the insurance industry.
  • Extensive knowledge of various insurance products and policies.
  • Established long-lasting client relationships built on trust and care.
  • Expertise in providing personalized insurance solutions to meet individual needs.
  • Consistent track record of delivering exceptional customer service.
  • In-depth understanding of the local community’s insurance requirements.

Sara is one of Boyd’s dedicated Personal Account Managers with over 40+ years of experience in the insurance industry. A true local, she has proudly called Bradenton home for the past 40 years and is an alumna of Southeast High School. Sara’s key accomplishments speak volumes of her expertise and commitment to her clients, many of whom she considers as a family after handling their accounts for such a long time. 

With a genuine approach to customer service, she treats each client with respect and empathy, understanding that everyone’s circumstances are unique. Inspired by her father’s wise words, Sara believes in finding the good in everyone and goes the extra mile to ensure her clients’ needs are met.

Getting to Know Her Personal Side

When it comes to Sara’s personal side, those that know her would describe her as thoughtful, caring, loving, and loyal. Always going the extra mile to ensure everyone’s happiness and well-being, she takes pride in taking care of their needs. In her free time, she loves to visit her children and grandchildren, and attend annual family get-togethers. Whether it’s her family, friends, co-workers, or clients, Sara thoughtfully builds her relationships with care and trust for others.

Meet Other Team

Jerilynn Chapin

Director of HR & Internal Operations
Office Phone: 941-745-8300

Savana Clifton

Bookkeeping Assistant
Office Phone: 941-745-8300

Coreen Klein

Financial Services Account Manager
Office Phone: 941-745-8300


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