Join Rancho Mesa!
Please visit Our Core Values and Our Team pages to learn about us.
Employee Benefits
401(k) & matching
Dental insurance
Health insurance
Hybrid work option*
Life insurance
Paid Holidays
Paid time off
Vision insurance
*Subject to position and approval
Getting to Know the Rancho Mesa Family
Meet our Rancho Mesa employees and learn why they enjoy being part of our team.
Employees Vote Rancho Mesa Best Workplace
The insurance industry is a people business and Rancho Mesa is proud of the work we do in our community and the people on our team. The dedicated individuals who protect our clients are truly what sets us apart.
We value employee satisfaction across all areas of life. So much so, we decided to ask employees about their job satisfaction and we found that 93.5% of our employees said they have a high level of overall job satisfaction. And, while many companies have purchased “best place to work” awards through various publications, Rancho Mesa wanted real data from our real employees. Last year, Rancho Mesa used MarshBerry’s reputable Employee Engagement Survey which allowed employees to voice their opinions honestly and confidentially. MarshBerry then evaluated the feedback and provided a summary of the results. These results offered insight into areas such as career advancement, management, and work/life balance. Here’s what they discovered.
Rancho Mesa News
Summit Club Experience
Summit Club
Welcome to Summit Club
Summit Club 2023 Pre Trip
Rancho Mesa’s Summit Club is an annual trip attended by the agency’s top producers, admin staff and leadership team.
It’s an opportunity to show the Rancho Mesa employees that they are valued members of the team and their loyalty is greatly appreciated.
What’s unique about Summit Club, is that it’s open to all employees, not just the sales team. The admin staff is an integral part of Rancho Mesa and we believe they should be recognized for their efforts. So, the admin team attends Summit Club upon reaching various milestones in their tenure with Rancho Mesa, and the sales team, they’re invited when they reach their annual goals.
Every year, the qualifying group of employees and their partners are taken on a five-day trip to relax and enjoy some time with nature.
The Summit Club locations very from year-to-year. Past Summit Club trips have included Coeur d'Alene, Idaho; Lake Tahoe, La Posada resort in Santa Fe, New Mexico; the Enchantment Resort in Sedona, Arizona; and St. Regis Deer Valley in Park City, Utah.
Open Position: Commercial Lines Client Manager
Summary
Support Account Executive(s) in new account production & servicing, while maintaining a good relationship with existing clients in accordance with Agency objectives and procedures.
Essential Functions & Responsibilities:
Work as a TEAM with Producer(s)
Work as a TEAM with other Client Managers, Assistant Client Managers and Client Coordinators
Educate clients about coverage, exclusions, and exposures
Help clients make appropriate coverage changes
Assists in or designs insurance plans for clients
Provide Producer(s) with technical support
Participate in client meetings with Producer(s) as needed
Prepare Acord applications and submissions
Marketing including pre-qualifying new business
Analyze market quotes to verify coverage, forms, rates and competitiveness
Prepare proposals
Bind renewals and new business
Renew policies in Agency Management System (EPIC)
Policy review and processing
Review insurance requirements for client contracts
Review and resolve certificate deficiencies
Activity follow-up
Reporting claims and monitoring status until closed
Maintain relationship with clients
Complete other tasks as directed by Management
Qualifications:
10+ years experience as a Commercial Client Manager managing their own book
Current California Property & Casualty License
Understand and analyze insurance coverage, forms and policies
Good written and oral communication skills
Self-motivated, Self-Disciplined, and Self-Confident
Applied EPIC (preferred)
Characteristics:
Must maintain a high attention to detail when working at a varying pace and managing multiple tasks and priorities.
High Customer Service level
Task-able but not task-myopic
Eager to offer opinions & recommendations
“Eye on the prize” approach to work
Technically astute; easy communicator
Enjoys working clients
Willingness to pursue advanced insurance designations and continuing education as required.
TEAM Player
Salary Range: $60,000 - $125,000
Updated 01/23/2026.
Open Position: Commercial Lines Assistant Client Manager
Qualifications:
California P&C license required.
Must have 2-4 years commercial lines experience with a good understanding of insurance terminology, the functions of a broker, and the various lines of commercial insurance.
Applied EPIC preferred.
Excellent interpersonal and relationship building abilities with strong oral and written communication skills.
Confident, self-starter who works well independently.
Proficiency to multi-task, follow-thru and follow-up.
Willingness to learn, be intuitive, resourceful and coachable.
Characteristics:
Must maintain a high attention to detail when working at a varying pace and managing multiple tasks and priorities
Willingness to pursue advanced insurance designations and continuing education, as required
High intelligence level
High Customer Service level
Task-able but not task-myopic
Eager to offer opinions and recommendations.
“Eye on the prize” approach to work
Technically astute; easy communicator
Enjoys working with clients
TEAM player
Salary Range: $60,000 - $85,000
Summary
The Commercial Lines Assistant Account Manager supports Account Managers in new account production and the servicing of all lines of Commercial Insurance in accordance with agency objectives and procedures.
Essential Functions & Responsibilities:
Assist Account Managers in providing quality service to existing clients, account development, and reporting claims.
Prepare Acord applications, submissions and proposals.
Marketing including pre-qualifying new business.
Bind renewals and new business as required.
Perform quality control and review applications, endorsements and policies for accuracy.
Maintain and update files in Agency Management System.
Review insurance requirements for client contracts.
Review and resolve certificate deficiencies.
Updated 01/23/2026.
Open Position: Client Technology Coordinator
Summary
The Client Technology Coordinator will work within the Media Communications and Client Services Department under the direct supervision of the department leader. The selected candidate will be responsible for maintaining client relationships, providing client technology demonstrations, trainings, and client support for each technology platform.
Essential Functions & Responsibilities:
Client Technology:
Oversee client technology onboarding for Tier II, Tier III and some Tier IV clients to include setting up client accounts (e.g., SafetyOne™ platform, RM365 HRAdvantage™ portal (Mineral®), etc.), send welcome emails, attend kick-off meetings to highlight platform capabilities, and schedule and perform platform trainings virtually and in-person.
Manage client relationships through proactive check-ins on a regular schedule to ensure platform usage and answer questions via phone, email, virtual meetings, and in-person.
Visit local clients as needed.
Document client interactions in Applied Epic.
Monitor platform licenses.
Respond to client platform questions and escalate technical issues to the appropriate support department.
Recommend and assign driver training to client’s employees after an auto accident.
Film/Podcast:
May help present recorded webinars on various client services topics.
May assist with filming of client services-focused video projects with direction from the department leader.
May appear as a guest on Rancho Mesa’s podcast to discuss various client services topics.
Website Content Management:
Provide media communications team with topics for the SafetyOne platform and RM365 HRAdvantage portal’s Frequently Asked Questions databases based on feedback and questions from clients.
May assist media communications team with special projects.
Business Development:
Attend insurance and industry events both during and outside of normal business hours, as needed.
Event Management:
May assist with organizing, producing, and streaming workshops, webinars, and other events, as needed.
Qualifications & Characteristics:
1-3 years of customer service experience
1-3 years of software as a service (SAAS) customer support experience preferred
Outgoing and professional demeanor
Polished presentation skills/public speaking
Technologically savvy
Ability to analyze and contextualize information quickly and present ideas and solutions clearly and concisely
Enthusiasm, creativity, be a self-starter, and a team player
Excellent written and interpersonal communication skills
Strong attention to detail and organized
Ability to write in AP style
Proficiency with Microsoft Office Suite (i.e., Excel, PowerPoint, Outlook, and Word)
Proficiency in Squarespace and Adobe Creative Suite (e.g., Audition, Illustrator, InDesign, Photoshop, Premiere Pro) is a plus but not a requirement.
Salary Range: $60,000 - $70,000
Updated 02/19/2026.