Watch our latest company video “Together, We Blaze the Trail,” to learn about Ranch Mesa’s services, philosophy and culture. The Rancho Mesa team is here to walk our clients through managing their risks.
Please visit Our Culture & Philosophy page and Our Team page 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
Meet our Rancho Mesa employees and learn why they enjoy being part of our team.
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 this year’s Summit Club was at the St. Regis Deer Valley in Park City, Utah.
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 03/19/2024.
Developing Solutions • Building Trust • Protecting Clients – ONE RELATIONSHIP AT A TIME.™
