Rancho Mesa News

Employee Spotlight Megan Lockhart Employee Spotlight Megan Lockhart

New Employee Spotlight: Rancho Mesa Welcomes Sean Iverson as Client Coordinator

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

In our continued growth as a team, Rancho Mesa would like to welcome its newest addition, Sean Iverson, as Client Coordinator. After graduating with a bachelor's degree from the W. P. Carey School of Business at Arizona State University, Sean completed four internships at an insurance company, gaining hands-on experience in the industry. This combination of business and insurance knowledge makes him a valuable asset in his role as a client coordinator.

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

As our team continues to grow, Rancho Mesa would like to welcome its newest addition, Sean Iverson, as Client Coordinator.

After graduating with a bachelor's degree from the W. P. Carey School of Business at Arizona State University, Sean completed four internships at an insurance company, gaining hands-on experience in the industry. This combination of business and insurance knowledge makes him a valuable asset in his role as a Client Coordinator.

Born and raised in San Diego, Sean enjoys watching sports and playing on his slow-pitch softball league. He also spends his free time watching movies, going to the beach, and being with friends and family.

Rancho Mesa is excited to continue expanding its team with valuable members like Sean, and we look forward to his future at the company.

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Employee Spotlight, News Megan Lockhart Employee Spotlight, News Megan Lockhart

Employee Spotlight: Ashley Hunter Promoted to Client Manager

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

We are proud to announce Ashley Hunter’s recent promotion from Assistant Client Manager to Client Manager. Since her start in 2018 as a receptionist and Certician©, Ashley has been committed to her career. Through her hard work and dedication to her team, Ashley was promoted from Client Coordinator to Assistant Client Manager in 2022 within the Landcare Group where she furthered her client management skills and insurance knowledge.

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

We are proud to announce Ashley Hunter’s recent promotion from Assistant Client Manager to Client Manager.

Since her start in 2018 as a receptionist and Certician®, Ashley has been committed to her career. Through her hard work and dedication to her team, Ashley was promoted from Client Coordinator to Assistant Client Manager in 2022 within the Landscape and Tree Care Group where she furthered her client management skills and insurance knowledge.

Throughout her career here, Ashley has remained a reliable and valuable member of her team. Her hard work and experience, including training many other team members, has prepared her for the client manager role.

We are proud of Ashley’s career achievements and look forward to her continued success.

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Employee Spotlight, News Megan Lockhart Employee Spotlight, News Megan Lockhart

New Employee Spotlight: Rancho Mesa Welcomes Natalie Aguayo as Assistant Client Manager

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

Rancho Mesa Insurance Services is proud to announce the newest addition to its growing team, Natalie Aguayo as Assistant Client Manager. Natalie has nearly 10 years of experience in the insurance industry, particularly working in account management roles. She has also earned a Bachelor of Science in Child and Adolescent Development. 

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

Rancho Mesa Insurance Services is proud to announce the newest addition to its growing team, Natalie Aguayo as Assistant Client Manager.

Natalie has nearly 10 years of experience in the insurance industry, particularly working in account management roles. She has also earned a Bachelor of Science in Child and Adolescent Development. 

Originally from Diamond Bar, Natalie recently moved to San Diego and has enjoyed every minute. Outside of work, she likes visiting the beach, attending live shows, and finding new brunch restaurants with her friends. 

Natalie’s years of insurance experience and professional skills make her a valuable addition to our team. We look forward to her future at Rancho Mesa. 

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Employee Spotlight, News Megan Lockhart Employee Spotlight, News Megan Lockhart

New Employee Spotlight: Rancho Mesa Welcomes Olivia Velasco as Client Manager

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

Rancho Mesa is happy to welcome the newest member of our team, Olivia Velasco as a Client Manager in the Human Service Group.

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

Rancho Mesa is happy to welcome the newest member of our team, Olivia Velasco as a Client Manager in the Human Service Group.

Olivia brings with her an impressive 23 years of experience in insurance, and has dedicated over a decade of her career specifically to the commercial lines side of the industry. In the past, Olivia has worked for a variety of agencies, supporting client needs and managing their accounts.

Olivia was born in Florida but grew up in San Diego. In her free time, she enjoys cooking and discovering new restaurants, as well as camping, being active, and utilizing her makeup artist skills at all types of events.

Velasco’s extensive experience and professional skills make her a major asset to the team, and we are excited for her future at Rancho Mesa.

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Employee Spotlight, News Megan Lockhart Employee Spotlight, News Megan Lockhart

New Employee Spotlight: Rancho Mesa Welcomes Joyce Flores as Senior Client Manager

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

Rancho Mesa Insurance Services is proud to announce the newest addition to its growing account management team, Joyce Flores, as Senior Client Manager.

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

Rancho Mesa is proud to announce the newest addition to our growing account management team, Joyce Flores, as Senior Client Manager.

Joyce has 18 years of insurace experience. Throughout her career, Joyce has also earned her AIS, AINS, and CISR Designations, making her a valuable new member of the team.

Though originally from Northern California, Joyce has lived in San Diego since 2010. Outside of work, she enjoys watching her son play basketball, and listening to and watching live music. She also likes training and spending time with her two new rescue dogs.  

With Flores’s years of insurance experience and professionalism, we are excited to welcome her to the team and we look forward to her future at Rancho Mesa. 

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Employee Spotlight, News Megan Lockhart Employee Spotlight, News Megan Lockhart

New Employee Spotlight: Rancho Mesa Welcomes Georgina Diaz

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

Rancho Mesa would like to announce our new addition to the team, Georgina Diaz, as Client Coordinator. Georgina has 8 years of experience in the construction industry, managing services and small projects. Most recently, she has worked in project management and dispatch roles for mechanical and piping contractors.

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

Rancho Mesa would like to announce our newest addition to the team, Georgina Diaz, as Client Coordinator.

Georgina has 8 years of experience in the construction industry, managing services and small projects. Most recently, she has worked in project management and dispatch roles for mechanical and piping contractors.

A San Diego native, Diaz spends much of her free time exploring the city with her toddler. She enjoys the beach, amusement parks, and spending time with her friends and family.

Georgina’s customer service skills and construction knowledge make her a valuable asset to our team of client coordinators. We are excited for her future at Rancho Mesa.

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Employee Spotlight, News Megan Lockhart Employee Spotlight, News Megan Lockhart

Employee Spotlight: Rancho Mesa Welcomes Jadyn Brandt to Media Communications Team

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

Rancho Mesa is pleased to introduce a new member to our Media Communications department, Jadyn Brandt, as Client Communications Coordinator. Jadyn graduated from San Diego State University with a degree in Journalism and Media Studies. Through her education and career experience, Jadyn has gained diverse knowledge in writing, media production, and communications, specifically as a producer for a news media group. She uses these well-developed skills to support the Media Communications team.

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

Rancho Mesa is pleased to introduce a new member to our Media Communications department, Jadyn Brandt, as Client Communications Coordinator.

Jadyn graduated from San Diego State University with a degree in Journalism and Media Studies. Through her education and career experience, Jadyn has gained diverse knowledge in writing, media production, and communications, specifically as a producer for a news media group. She uses these well-developed skills to support the Media Communications team.

“I'm excited to be working with the team at Rancho Mesa, and I look forward to learning and growing in this industry,” Brandt said.

Jadyn is originally from the San Francisco Bay Area and has lived in San Diego since 2018. In her free time, she enjoys biking, playing soccer, and going to the beach.

We are grateful to have Jadyn’s experience, insight, and positivity on our team, and we are excited for her future at Rancho Mesa.

 

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Employee Spotlight: Rancho Mesa Insurance Services Announces the Promotion of Kelsey McPherson to Senior Client Manager/Team Lead

Rancho Mesa is excited to announce Kelsey McPherson has been promoted to Senior Client Manager/Team Lead for the agency’s Construction Group.

Author, Harriet Berholtz, Marketing and Media Communications Specialist, Rancho Mesa Insurance Services, Inc.

Rancho Mesa is excited to announce Kelsey McPherson has been promoted to Senior Client Manager/Team Lead for the agency’s Construction Group.

McPherson joined Rancho Mesa in 2018 as a Client Manager with experience working with clients from various industries, including construction. Over the last six years, she has specialized in the construction industry and worked to build her leadership skills. Through her dedication and drive, McPherson has shown that she is ready for her new role in the Construction Group.

“I am beyond grateful and excited to step into this new role and for the incredible journey with Rancho Mesa over the past six years,” said McPherson. “These years have provided substantial growth, learning and collaboration with an exceptional team. I look forward to building on our successes and continuing to contribute to the Rancho Mesa OneofOne® vision.”

McPherson is a role model, earning her Certified Insurance Service Representative (CISR) and Construction Risk Insurance Specialist (CRIS) designations. These certifications underscore her commitment to professional development and her deep understanding of the industry.

This promotion to Senior Client Manager/Team Lead reflects Rancho Mesa’s commitment to recognize and foster talent within the agency. Her leadership and expertise have already made a significant impact, and Rancho Mesa is excited to see how she will continue to drive the agency’s success forward.

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Employee Spotlight: David McCoy Moves to Client Coordinator

Rancho Mesa is pleased to announce that David McCoy has taken a role as Client Coordinator in Rancho Mesa’s Landscape and Human Services Group.

Author, Harriet Berholtz, Marketing and Media Communications Specialist, Rancho Mesa Insurance Services, Inc.

Rancho Mesa is pleased to announce that David McCoy has taken a role as Client Coordinator in Rancho Mesa’s Landscape and Human Services Group.

For the last two years, David has worked at Rancho Mesa as a Surety Client Coordinator assisting the team with surety bonds.

In his new role, he will be working with the property and casualty Client Managers.

 “I'm excited for the opportunity to try something new and challenging. I'm hoping my past experience with surety will ease the transition.”

David is a San Diego native. In his free time, he enjoys taking his dog places, spending time with friends, and watching movies.

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Employee Spotlight: Yvonne Gallagher Leads Landscape Service Group

Yvonne Gallagher, Senior Client Manager and Team Lead, started her insurance career right out of high school, thinking it would be a temporary job. However, after 20+ years in the industry, she has developed a highly successful insurance career.

Author, Harriet Berholtz, Marketing and Media Communications Specialist, Rancho Mesa Insurance Services, Inc.

Yvonne Gallagher, Senior Client Manager and Team Lead, started her insurance career right out of high school, thinking it would be a temporary job. However, after 20+ years in the industry, she has developed a highly successful insurance career.

Before joining Rancho Mesa, Yvonne entered the industry by typing certificates of insurance. She was quickly trained in both commercial and personal lines, and earned her Property & Casualty, and Life insurance licenses.

After many years working with a direct writer, Yvonne decided to move to an insurance brokerage as a Client Manager.

Yvonne then found a home at Rancho Mesa in 2016 as a Client Manager, before being promoted to Senior Client Manager in 2020, where she specializes in risk management for the landscape industry. In January 2024, Yvonne took on the role of Team Lead in addition to her other role, where she mentors others in her group and helps grow the landscape book of business.

“I absolutely love being a Client Manager but am really enjoying the challenges of my new Team Lead role.  It allows me to work closely with and mentor my incredible team” Yvonne said.

Originally from the East Coast, Yvonne lives in San Diego with her husband and two children. They enjoy bowling, camping, and taking trips to the desert and river.

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