Rancho Mesa’s 2024: Our Year in Review
With 2024 officially behind us, Rancho Mesa is proud of what we have accomplished the past year. 2024 was a year of breaking records, growing our team, and adapting to the changes in the insurance world. We’ve continued to strengthen our commitment to providing OneofOne® service to our clients, while keeping up-to-date with the tools and resources they need. From refining our policy review process to expanding our SafetyOne™ training library, we’ve focused on staying ahead for clients while enjoying the journey along the way. Here are some highlights from our 2024 year.
IIABA Best Practices Agency Designation for 18th Consecutive Year
In August, Rancho Mesa was recognized Best Practices Agency for the 18th consecutive year by the Independent Insurance Agents & Brokers of America (Big “I”). This special award is only given to a select group of agencies that are carefully evaluated based on their practices, methods, and finances to find the top performers in the industry. We were proud to stand out as one of a select few agencies to earn the Best Practices status in California.
Employee success
Our team celebrated many professional achievements in 2024, including impressive career milestones.
Rory Anderson joined the Ownership Team as a new Partner.
Yvonne Gallagher was promoted to Senior Client Manager/Team Lead.
Kelsey McPherson was promoted to Senior Client Manager/Team Lead.
David McCoy took a new role as Client Coordinator.
Brenda Khalil took a new role as Client Technology Coordinator.
Megan Lockhart was promoted to Marketing & Media Communications Specialist.
Rachel Bristol was promoted to Client Manager.
Maria Lotta was promoted to Assistant Client Manager.
Ashley Hunter was promoted to Client Manager.
Along with our team’s internal achievements, we also welcomed 10 new employees across a diverse range of roles, to our RMI family last year.
Jeremy Hoolihan at his IIAB Board Member Installation dinner with his wife, Cheri.
Rancho Mesa employees dove into the industry’s community last year, taking on impressive leadership roles.
Surety Account Executive Andy Roberts was appointed President of the Surety Association of San Diego (SASD).
Partner Alyssa Burley was appointed Parliamentarian for NAWIC San Diego Board.
Partner Jeremy Hoolihan served as an IIAB San Diego Board Member for the 2024 year.
Senior Client Manager Christina Haake served as Secretary for PWI San Diego.
client & industry Involvement
Rancho Mesa stayed active and engaged in both our clients’ industries and the insurance community last year. Our Account Executives attended numerous conferences and industry events in order stay updated on the trends that affect our clients. Here are the highlights.
President Dave Garcia, Landscape Group VP Drew Garcia, and Account Executive Greg Garcia attended NALP’s Leaders Forum Litibu, Mexico.
The team attended I-Day this year, connecting with insurance professionals at our booth.
Construction Group Vice President Sam Clayton attended Artisans Insurance Ltd. Board of Directors Meeting in Nassau, Bahamas.
Partner Jeremy Hoolihan attended BHHC’s Annual Shareholders Meeting in Omaha, NE.
Partner Rory Anderson attended Grow Summit 2024 hosted by Stay Green, Inc.
Drew Garcia and Greg Garcia attended NALP’s 2024 ELEVATE Conference in Charlotte, NC.
Client Services
Rancho Mesa is proud of the services and added resources we offered clients last year. We hosted 10 live workshops and streamed 53 virtual webinars for our clients to attend.
Additionally, our Safety and Risk Management Network, StudioOne™, published 99 podcast episodes in the 2024 year, and brought in 14 outside professionals as guests.
Our Employment Law Update workshop, hosted in November 2024 and presented by attorney Thomas E. Daugherty of Klinedinst San Diego, was highly anticipated and covered employment law changes in the 2025 year.
Community involvement
In addition to our industry involvement, Rancho Mesa remained dedicated to supporting the San Diego community by participating in sponsorships and events that align with the initiatives we proudly advocate.
Team enrichment
Rancho Mesa takes pride in fostering a dynamic work environment and creating camaraderie among our team. In 2024 we enjoyed celebrations and social activities beyond the office, which strengthened our team’s bonds, helping us serve our clients effectively. Here are the highlights.
The team cheered on the Aztecs at many SDSU football games in Rancho Mesa’s suite at Snapdragon Stadium.
We hosted clients and carrier partners on the lawn at our Mission Valley office with Fiesta Friday.
Our annual Summer Party was a blast for the whole family at Stone Brewery in Liberty Station.
We celebrated the season with a casino themed Holiday Party, this year at the Brigantine at Portside Pier in San Diego.
What a year! Rancho Mesa takes pride in our achievements of 2024, and we’re grateful for our clients, partners, and fellow team members that have made them possible. As we embark on the new year, we continue our commitment to delivering OneofOne© service and are excited for the 2025 journey ahead!