Join Rancho Mesa!

Please visit Our Culture & Philosophy page and Our Team page to learn about us. 

Employee Benefits

  • 401(k) & matching

  • Dental insurance

  • Health insurance

  • Hybrid work option*

  • Life insurance

  • Paid Holidays

  • Paid time off

  • Vision insurance

*Subject to position and approval

Getting to Know the Rancho Mesa Family

Meet our Rancho Mesa employees and learn why they enjoy being part of our team.

Rancho Mesa News

Summit Club Experience

Welcome to Summit Club

Summit Club 2023 Pre Trip

Summit Club

Rancho Mesa’s Summit Club is an annual trip attended by the agency’s top producers, admin staff and leadership team.

It’s an opportunity to show the Rancho Mesa employees that they are valued members of the team and their loyalty is greatly appreciated.

What’s unique about Summit Club, is that it’s open to all employees, not just the sales team.  The admin staff is an integral part of Rancho Mesa and we believe they should be recognized for their efforts.  So, the admin team attends Summit Club upon reaching various milestones in their tenure with Rancho Mesa, and the sales team, they’re invited when they reach their annual goals.

Every year, the qualifying group of employees and their partners are taken on a five-day trip to relax and enjoy some time with nature. 

The Summit Club locations very from year-to-year. Past Summit Club trips have included Coeur d'Alene, Idaho; Lake Tahoe, La Posada resort in Santa Fe, New Mexico; the Enchantment Resort in Sedona, Arizona; and St. Regis Deer Valley in Park City, Utah. 

Open Position: Commercial Lines Client Manager

Summary

Support Account Executive(s) in new account production & servicing, while maintaining a good relationship with existing clients in accordance with Agency objectives and procedures.

Essential Functions & Responsibilities:

  • Work as a TEAM with Producer(s)

  • Work as a TEAM with other Client Managers, Assistant Client Managers and Client Coordinators

  • Educate clients about coverage, exclusions, and exposures

  • Help clients make appropriate coverage changes

  • Assists in or designs insurance plans for clients

  • Provide Producer(s) with technical support

  • Participate in client meetings with Producer(s) as needed

  • Prepare Acord applications and submissions

  • Marketing including pre-qualifying new business

  • Analyze market quotes to verify coverage, forms, rates and competitiveness

  • Prepare proposals

  • Bind renewals and new business

  • Renew policies in Agency Management System (EPIC)

  • Policy review and processing

  • Review insurance requirements for client contracts

  • Review and resolve certificate deficiencies

  • Activity follow-up

  • Reporting claims and monitoring status until closed

  • Maintain relationship with clients

  • Complete other tasks as directed by Management



Qualifications:

  • 10+ years experience as a Commercial Client Manager managing their own book

  • Current California Property & Casualty License

  • Understand and analyze insurance coverage, forms and policies

  • Good written and oral communication skills

  • Self-motivated, Self-Disciplined, and Self-Confident

  • Applied EPIC (preferred)

Characteristics:

  • Must maintain a high attention to detail when working at a varying pace and managing multiple tasks and priorities.

  • High Customer Service level

  • Task-able but not task-myopic

  • Eager to offer opinions & recommendations

  • “Eye on the prize” approach to work

  • Technically astute; easy communicator

  • Enjoys working clients

  • Willingness to pursue advanced insurance designations and continuing education as required.

  • TEAM Player

Salary Range: $60,000 - $125,000

Updated 01/30/2025.