Employee Spotlight: Rachel Bristol Promoted to Client Manager

Author, Megan Lockhart, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.

We are pleased to congratulate Rachel Bristol on her recent promotion from Assistant Client Manager to Client Manager.

Rachel recently celebrated her 5th anniversary with Rancho Mesa. Since her start in 2019 as a receptionist and Certician©, Rachel has made impressive career strides, moving up to Client Coordinator the following year.

Through her excellent dedication to her team, supporting client managers, she was then promoted to the Assistant Client Manager role in 2022, where she continued to excel and expand her responsibilities.
Throughout her career, Rachel has become our most accomplished client coordinator trainer, dedicating much of her time to training her new team members. In the past two years especially, Rachel has gained valuable experience assisting client managers while also maintaining her own book of clients, to prepare for her new role.

“I am thrilled about my promotion to the position of Client Manager. I look forward to being more hands-on with our clients and taking on new challenges,” Bristol said. “I am grateful for the opportunity to grow and learn.”

We are thankful for Rachel’s contributions to Rancho Mesa, and we are proud of her impressive career achievements.

Happy Halloween from Rancho Mesa

Author, Lauren Stumpf, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.

Happy Halloween from the Rancho Mesa team! We're in the spooky spirit today. The team enjoyed a spooktacular potluck and costume contest, with Amy Johnston taking first place as a pink flamingo rider, Ashley Hunter winning second place as 'Holly Guacamole,' and Rachel Bristol snagging third place dressed as 'Jake From State Farm.'

We wish everyone a safe night filled with frights and delights! 🎃

Employee Spotlight: Rachel Bristol Earns CRIS Designation

Author, Lauren Stumpf, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.

In a notable achievement, Rachel Bristol, Assistant Client Manager at Rancho Mesa, has recently earned the prestigious Construction Risk and Insurance Specialist (CRIS®) designation. This achievement highlights Rachel's commitment to serving clients with the utmost expertise in construction insurance and risk management.

Rachel began her career at Rancho Mesa in July 2019, as a Receptionist & Certician®. Her rise to the position of Assistant Client Manager showcases her dedication to professional growth and her ability to provide top-tier service to Rancho Mesa clients. Earning the CRIS designation enhances her ability to provide invaluable guidance to clients and work more effectively with carriers.

Rancho Mesa is committed to staying at the forefront of construction insurance and risk management, ensuring our clients receive the best guidance and support in this specialized field.

Employee Spotlight: Rachel Bristol Promoted to Assistant Account Manager

Author, Megan Lockhart, Media Communications and Client Services Coordinator, Rancho Mesa Insurance Services, Inc.

Rancho Mesa would like to congratulate team member Rachel Bristol for her well-deserved promotion from Client Coordinator to Assistant Client Manager.

Rachel joined Rancho Mesa in 2019 as a receptionist and Certician® and was promoted to Client Coordinator in 2020. Throughout the past 2 years, she has assisted in training many current client coordinators. Bristol also gained valuable experience working closely with client managers to prepare for her new role.

“This promotion means so much to me. It has truly been a journey for me over the past three years, and I feel like I have come so far and learned so much,” Bristol said. “I look forward to building relationships with clients and continuing to master the ins and outs of their accounts. I am grateful to be a part of the Rancho Mesa Team.”

We are proud of Rachel’s career milestone and look forward to seeing all she will accomplish in the future.

Rancho Mesa Team Members Enjoy Holiday Spirit at PWI’s Flamingle and Jingle

Author, Megan Lockhart, Media Communications and Client Services Coordinator, Rancho Mesa Insurance Services, Inc.

Pictured Rancho Mesa Account Executive Amber Webb, Account Manager Christina Haake, and Account Coordinator Rachel Bristol.

On Thursday, December 9, members of the Rancho Mesa team donned ugly Christmas sweaters while attending the PWI Flamingle and Jingle Holiday Party at Trailer Park After Dark.

The Professionals Within Insurance is an organization that supports opportunities for insurance professionals and also gives back to the community through donations and fundraising events such as the Flamingle and Jingle.

Account Executive Amber Webb, Account Manager Christina Haake, and Account Coordinator Rachel Bristol enjoyed food, drinks, games, and a unique ambiance as they celebrated the holidays for a good cause.

“The proceeds went to YWCA Becky's House, OPT Program, and Rachel's Women's Center,” Bristol said. “My favorite part of the evening was seeing everyone get into the holiday spirit, and when we got to hear from a few of the women from the organizations that received the proceeds.”

The attendees toured the different trailer seating areas, enjoyed themed drinks such as the “Gin Ricky Bobby,” and glowed amid the red solo-cup lights. They also competed to win prizes for ugliest and most creative Christmas sweaters.

“I love going to PWI events and this one did not disappoint. It was so much fun to go out and relax and laugh with everyone. Also, the ugly Christmas sweater contest was top notch,” Haake said.  

As a member of PWI, Rancho Mesa values the support the organization provides professionals in the insurance agency as well as the opportunity to give back to the community during the holiday season.

“PWI has done a great job encouraging community in the insurance industry by hosting events such as these that allow us professionals to join forces to better those in need,” Webb said.

IIAB San Diego Hosts Celebrity Waiters Holiday Party for Charity

Author, Alyssa Burley, Media Communications and Client Services Manager, Rancho Mesa Insurance Services, Inc.

For 31 years, the Independent Insurance Agents & Brokers of San Diego (IIAB San Diego) have hosted its Annual Celebrity Waiters Holiday Party for Charity. 

Industry leaders gathered on Friday, December 3, 2021 at the Bahia Resort Hotel on San Diego’s Mission Bay to raise funds for the Burn Institute and Healing Wave Aquatics.  Toys and canned foods were also collected for the El Nido Transitional Housing Program at Interfaith Shelter Network.

Rancho Mesa Vice Presidents Sam Clayton and Sam Brown along with Account Executives Kevin Howard and Amber Webb, Associate Account Executive Jack Marrs, Account Managers Christina Haake, John Parker, and Megan Smidt, with Account Coordinator Rachel Bristol celebrated the holidays and the spirit of giving while supporting the IIAB‘s efforts to raise awareness and much needed funds for local charities.

Sam Clayton, the outgoing IIAB San Diego President, introduced the incoming Board of Directors at the annual event. While his term nears its conclusion, it’s not the end to Rancho Mesa’s support of the philanthropic endeavors of the organization.

Rancho Mesa is proud to be a member of the IIAB San Diego.

Employee Spotlight: Rachel Bristol Joins Rancho Mesa's Certificate Department

Author, Lauren Stumpf, Media Communications Assistant, Rancho Mesa Insurance Services, Inc.

Rancho Mesa Insurance Services is pleased to announce the hiring of Rachel Bristol as a member of the certificate department and receptionist.

Rachel graduated from San Diego State University with a B.S. in Biology with an emphasis in Zoology, and went on to receive her M.A. in Biology from Miami University. Prior to Rancho Mesa, she worked at San Diego Safari Park as a private and public tour guide. Her strong customer service skills make her ideal for the certificate department and Rancho Mesa's front desk.

Rancho Mesa is excited to welcome Rachel Bristol to the RMI team, as she begins her new career in the insurance business!