Rancho Mesa News

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Employee Spotlight: Rancho Mesa’s Andy Roberts Appointed President of SASD

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

Surety Account Executive Andy Roberts was appointed President of the Board of Directors for the Surety Association of San Diego (SASD) as of 2024, an impressive leadership position.

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

Surety Account Executive Andy Roberts was appointed President of the Board of Directors for the Surety Association of San Diego (SASD) as of 2024, an impressive leadership position.

The Surety Association of San Diego is an organization that aims to support members, educate the community, and impact legislation relating to the surety industry. SASD promotes the benefits of corporate suretyship and actively strives to improve its business conditions and practices.

Roberts has over a decade of experience in both the insurance and surety industries. He previously held the position of Treasurer for the organization's board.

“This opportunity to be President of the Surety Association is something I’m very excited about as it represents an opportunity to make a meaningful impact within this wonderful industry,” Roberts said.     

Rancho Mesa commends Roberts on his leadership accomplishment, making a positive impact within the surety industry.

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Employee Spotlight: David McCoy Joins the Surety Team

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

Rancho Mesa is pleased to welcome David McCoy to the team as Surety Client Coordinator.

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

Rancho Mesa is pleased to welcome David McCoy to the team as Surety Client Coordinator.

David’s past experience in the hospitality and customer service industry makes him a great asset to the company, where he will be utilizing his skills in the growing Surety group.  

“I am so thankful for the opportunity and cannot wait to get to know everyone,” McCoy said.

David has lived in San Diego his whole life. In his free time he enjoys taking his dog places, spending time with friends, and watching movies.

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Employee Spotlight: Andy Roberts Earns Highest Surety Designation

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

Surety Account Executive Andy Roberts has earned his Associate in Fidelity and Surety Bonding (AFSB) designation. This is the highest designation for the surety industry.

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

Surety Account Executive Andy Roberts has earned his Associate in Fidelity and Surety Bonding (AFSB) designation. This is the highest designation for the surety industry.

Andy joined Rancho Mesa in February of 2018. With a desire to further strengthen his expertise within the industry, Andy began the journey to earning his AFSB designation in 2020.

Over the course of almost 2 years, Andy completed a series of well-rounded curriculum, expanding his knowledge of finance, law, professional ethics, and over-all comprehension within the surety industry. On December 8, 2022, Andy passed the AFSB exam, officially earning his designation.

According to an article published by The Business Professor, “The designation puts an individual in a better position where he or she can effectively communicate and negotiate with underwriters on behalf to clients.”

To learn more about the AFSB designation, please visit the National Association of Surety Bond Producers (NASBP) website.

Rancho Mesa celebrates Andy Roberts in his outstanding accomplishments, and his professional dedication to the surety insurance industry and Rancho Mesa clients.

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New Employee Spotlight: Rancho Mesa Welcomes Aboard Lauren Koblischke

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

Rancho Mesa is excited to welcome Lauren Koblischke to the Surety Group as Surety Client Coordinator. With an impressive professional background in legal, licensing, and cause marketing, we are thrilled to have her on the team.

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

Rancho Mesa is excited to welcome Lauren Koblischke to the Surety Group as Surety Client Coordinator. With an impressive professional background in legal, licensing, and cause marketing, we are thrilled to have her on the team.

Lauren grew up in San Diego and after graduating with her bachelor’s degree from Point Loma Nazarene University, she acquired experience in the legal, marketing and administrative fields, working for organizations such as Simone & Associates and San Diego Wildlife Alliance.

“I'm most looking forward to starting new in the insurance world and being a part of the Rancho Mesa culture. My team is so supportive and I already enjoy so many people here,” Koblischke said.

Lauren has a love for animals, most particularly dogs. She resides in Alpine with her husband and dog. In her free time, Lauren enjoys being outdoors and spending time with her family and friends.

With her diverse professional knowledge and an impressive career background, Rancho Mesa is proud to welcome Lauren as a valuable addition to the Surety team.

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Rancho Mesa Celebrates Surety Superstar Anne Wright Joining the Team

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

On Wednesday, December 1, the Rancho Mesa family excitedly welcomed Anne Wright, a veteran of the San Diego surety industry, to the team.

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

On Wednesday, December 1, the Rancho Mesa family excitedly welcomed Anne Wright, a veteran of the San Diego surety industry, to the team.   

Anne will serve as Surety Relationship Executive in the Surety Group, continuing to manage her current accounts as well as new opportunities.

Throughout her 30+ tenure as a surety professional, Anne has worked as a surety underwriter and served multiple executive roles, and even owned her own insurance agency. She is proud of the relationships she has created over the years through these positions and feels joining Rancho Mesa is the perfect next step for her career.

Anne is an impressive contributor to both the surety community and the construction industry. She is continually active in local trade associations including serving as chairperson, and ultimately president of the American Subcontractors Association of San Diego, and was a founding board member of the Women’s Construction Coalition.

She has also held board positions with the Surety Association of San Diego and served as their president for a term. She continues to be active with the ASA of California in the ABC San Diego chapter, and is also well known for working with local public agencies and general contractors in their outreach efforts to emerging businesses.

“Anne has an extensive career in Surety and is highly admired for her expertise and professionalism. We are so fortunate not only to gain her industry expertise and clients but someone who shares the same values as all of us here. She will be a great addition to an already strong family feeling that we all share,” Dave Garcia, President of Rancho Mesa, said.

In her free time, Anne enjoys spending time with her retired husband Jim, their Beagle Gracie, and their grandkids, neighbors, and friends. She enjoys gardening and began a Monarch butterfly habitat this last year. In addition, Anne enjoys playing the piano, bike riding and has recently taken up painting.

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Employee Spotlight: Rancho Mesa Welcomes Daniel Bondesson to the Team

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

Rancho Mesa Insurance Services is excited to announce the newest addition to our ever growing team, Surety Account Coordinator, Daniel Bondesson.

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

Rancho Mesa Insurance Services is excited to announce the newest addition to our ever growing team, Surety Account Coordinator, Daniel Bondesson.

Daniel grew up in San Diego. After graduating from UC Davis with his bachelor’s degree in international relations, Daniel worked in the hospitality industry. He then decided to switch paths to pursue a career in surety.

In his free time, Daniel enjoys outdoor activities such as surfing, rock climbing, and camping, as well as playing music.  

Daniel is excited to be joining the Rancho Mesa team and we are proud to have his intelligence and perspective in the surety department.

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Employee Spotlight: Rancho Mesa’s Andy Roberts Joins Board of Directors for SASD

Author, Megan Lockhart, Surety & Media Communications Assistant, Rancho Mesa Insurance Services, Inc.

Surety Account Executive Andy Roberts took a new leadership position last week as Treasurer of the Board of Directors for the Surety Association of San Diego (SASD).

Author, Megan Lockhart, Surety & Media Communications Assistant, Rancho Mesa Insurance Services, Inc.

Surety Account Executive Andy Roberts took a new leadership position as Treasurer of the Board of Directors for the Surety Association of San Diego (SASD).

With over a decade of experience in the insurance and surety industries combined, Roberts is eager to lead within the organization and give back to the community. As treasurer, he will manage and oversee the finances of the organization.

“This position unexpectedly opened up and I jumped at the opportunity to fill it, and I am very excited to be a part of the Board,” Roberts said. “I’m going to try and learn as much as possible about the position and my next position so that I can do my best for the association over the next three and a half years.”  

The Surety Association of San Diego is a non-profit organization that promotes education, legislation, and community within suretyship.

“The Surety Association of San Diego does a great job of planning events that keep the local agents and underwriters all connected, which is important as we continually try to grow our industry,” Roberts said. 

Roberts has spent the past three years concentrating on his passion for surety as an Account Executive with Rancho Mesa. In that time, Roberts has authored 14 articles about various surety topics published in Rancho Mesa’s newsletter and website, and he is a frequent guest on the StudioOne podcast.

“My favorite thing [about working in surety] are the relationships that you develop with your clients and also the underwriters that you work with,” Roberts said.

The Rancho Mesa team is very proud of Roberts for his leadership achievement and the opportunity to impact and give back to the industry through his new position.

“To me, this position is a way to further my involvement in the surety community which is important to me because I’m very passionate about the industry and doing anything I can to help it,” Roberts said.

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NAWIC San Diego Members Broaden their Performance & Payment Bonds Knowledge

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

In a virtual meeting so many have become accustomed, the National Association of Women in Construction (NAWIC) San Diego Chapter 21 met on November 10, 2020 to inspire each other, celebrate new members, discuss upcoming events and learn about performance and payment bonds.

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

In a virtual meeting so many have become accustomed, the National Association of Women in Construction (NAWIC) San Diego Chapter 21 met on November 10, 2020 to inspire each other, celebrate new members, discuss upcoming events and learn about performance and payment bonds.

NAWIC’s Professional Development & Education Committee is tasked with providing monthly programming that is relevant and educational for its chapter’s membership.

Andy Roberts, Account Executive in the Surety Group with Rancho Mesa Insurance led the presentation that addressed an increasing requirement many contractors in California are now dealing with on their projects, surety bonds.

Performance and payment bonds are becoming more popular in today’s construction climate. Contractors who previously never or rarely needed bonds, are now discovering a need for a formal bond program.

In the “Surety 101: Performance & Payment Bonding Basics” class, Andy discussed the different types of contract surety bonds (i.e., bid bonds, performance bonds and payment bonds). He explained the distinction between surety bonds and traditional insurance, when a bond may be required and who may require it, the benefits of a bond, the qualification process and indemnity.

While there is so much more to learn about performance and payment bonds, the attendees of the class are sure to better understand why their companies are being required to obtain contract surety bonds for their projects.

To learn more about performance and payment bonds or to book a presentation with Andy Roberts, contact him at (619) 937-0166 or aroberts@ranchomesa.com.

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Employee Spotlight: Rancho Mesa Welcomes Andy Roberts

Author, Alyssa Burley, Client Services Coordinator, Rancho Mesa Insurance Services, Inc.

Rancho Mesa Insurance Services is pleased to announce Andy Roberts has joined our team as an Account Executive in the Surety department.

Author, Alyssa Burley, Client Services Coordinator, Rancho Mesa Insurance Services, Inc.

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Rancho Mesa Insurance Services is pleased to announce Andy Roberts has joined our team as an Account Executive in the Surety department.

Andy has worked in the commercial insurance industry for over eight years, focusing on the insurance needs of homeowners associations throughout California.

After desiring a more specialized role within the industry, Andy decided to join Rancho Mesa's Surety Department. 

Andy was born and raised in San Diego, and currently resides in the Clairemont area with his wife Kelsey and their two dogs. He enjoys staying active, playing softball, ice hockey, and spending time with his family and friends.  

Rancho Mesa Insurance Services sincerely welcomes Andy the RMI team!

 

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