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Rancho Mesa News
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Employee Spotlight: Kristi Kamenski Promoted to Assistant Client Manager
Author, Megan Lockhart, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.
Rancho Mesa congratulates team member Kristi Kamenski on her promotion to Assistant Client Manager.
Author, Jadyn Brandt, Client Communications Coordinator, Rancho Mesa Insurance Services, Inc.
Rancho Mesa congratulates team member Kristi Kamenski on her promotion to Assistant Client Manager.
Kristi joined Rancho Mesa in 2023 as a Client Coordinator and has been a valuable member of the team, taking on additional responsibilities to train newer members of the Client Coordinator team.
Through her hard work, commitment, and willingness to support others, Kristi has proven herself ready for the next step in her career path.
Rancho Mesa applauds Kristi for her accomplishments, and looks forward to her continued growth within the company.
Employee Spotlight: Maria Lotta Promoted to Assistant Client Manager
Author, Megan Lockhart, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.
Rancho Mesa would like to congratulate team member, Maria Lotta, on her promotion from Client Coordinator to Assistant Client Manager.
Author, Megan Lockhart, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.
Rancho Mesa would like to congratulate team member, Maria Lotta, on her promotion from Client Coordinator to Assistant Client Manager.
Maria joined Rancho Mesa in 2021. As a Client Coordinator she showed impressive initiative and commitment to her team, taking on extra work to support client managers and training many new employees.
Throughout her time here, Maria has excelled working in a variety of industries and has gained the essential experience for her new role. Her hard work and dedication has earned her this promotion to Assistant Client Manager, where she will give more hands-on assistants to client managers.
Rancho Mesa commends Maria for her accomplishments, and we look forward to her continued growth on the team.
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.
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.
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.
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.
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.