Rancho Mesa News
Rancho Mesa Hosts PWI San Diego’s Membership Kick-Off Social & Game Night
Author, Jadyn Brandt, Client Communications Coordinator, Rancho Mesa Insurance Services, Inc.
On Thursday, February 15, 2024 PWI San Diego hosted their Membership Kick-Off Social and Game Night at the Rancho Mesa office. Rancho Mesa Client Manager and PWI San Diego Secretary Christina Haake planned the event which yielded an exciting turnout with over 60 attendees.
Author, Jadyn Brandt, Client Communications Coordinator, Rancho Mesa Insurance Services, Inc.
On Thursday, January 23, 2025 over 50 insurance professionals and members of PWI San Diego gathered at Rancho Mesa’s Mission Valley office for the PWI 2025 Membership Kick-Off Social & Game Night.
Attendees were invited to enjoy food, drinks, and games, along with a chance to grow and strengthen relationships with other specialists in the insurance industry. The event featured speeches from Rancho Mesa’s Vice President of the Construction Group Sam Clayton, former PWI San Diego President Cheena Malicki and Business Office Technology Coordinator Sosha Thomas from Grossmont College’s OPT Program.
Through all the fun and excitement, Rancho Mesa and PWI San Diego still kept their focus on helping the community by hosting a charity drive to collect over a dozen rolling backpacks for OPT students.
“It was a great start to the new year for PWI,” said this year’s PWI President and Rancho Mesa Senior Client Manager Christina Haake. “I loved seeing everyone gathered together and having a great time.”
If you missed out on this event, there are still plenty more exciting networking opportunities coming up in the rest of the year.
“2025 is going to be a really fun year for PWI,” Haake said. “We have some really exciting events coming including Paint Night in March and our first Pickleball Tournament in June. I'd like to encourage people to come to an event and see what we are all about if they have not done so before. It's always a good time”
To become a PWI member, or for details on upcoming events, visit the PWI San Diego website.
About PWI San Diego
PWI provides people in the insurance industry (and those who support the insurance industry) opportunities for networking, business development, idea exchange, career enhancement, education and giving back to our community. They do so through general membership meetings and through special events like golfing, shopping events, happy hours, and more.
Employee Spotlight: Brenda Khalil Becomes Safety Star Certified in Construction
Author, Megan Lockhart, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.
Rancho Mesa congratulates client technology coordinator, Brenda Khalil, for earning her certification in construction safety as a part of our RM365 Advantage Safety Star program.
Author, Megan Lockhart, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.
Rancho Mesa’s Brenda Khalil pictured holding her RM365 Advantage Safety Star certification.
Rancho Mesa congratulates client technology coordinator, Brenda Khalil, for earning her certification in construction safety as a part of our RM365 Advantage Safety Star™ program.
The courses in the Safety Star program teach important topics relating to construction safety in the workplace to help employers mitigate job-related injuries. Fall protection, ladder safety, heat illness prevention, and fleet safety are a few of the courses participants must pass in order to earn their certification in construction safety.
“Participating in the Safety Star program is a key factor in helping our clients mitigate risks. Gaining knowledge from getting certified, plays an essential role in understanding the risks within many industries and better allows me to assist our clients in implementing an effective safety culture throughout their organization,“ Khalil said.
The Safety Star program is just one way Rancho Mesa ensures not only our clients but also our team members understand how to mitigate industry-specific risks
NALP's ELEVATE Conference Brings Landscape Industry Insights
Author, Megan Lockhart, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.
On November 3-6, our Rancho Mesa team had spent time learning and networking at the National Association of Landscape Professionals 2024 ELEVATE Conference in Charlotte, NC. RMI President David Garcia, Landscape Group Vice President Drew Garcia, and Account Executive Greg Garcia also enjoyed hosting clients and partners at our OneofOne© Reception prior to the conference.
Author, Megan Lockhart, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.
On November 3-6, our Rancho Mesa team had spent time learning and networking at the National Association of Landscape Professionals 2024 ELEVATE Conference in Charlotte, NC.
RMI President David Garcia, Landscape Group Vice President Drew Garcia, and Account Executive Greg Garcia also enjoyed hosting clients and partners at our OneofOne© Reception prior to the conference.
Following the event, Rancho Mesa's Alyssa Burley sat down with Greg Garcia to recap NALP’s ELEVATE Conference and share important takeaways for the landscape industry.
Employee Spotlight: Welcome Client Manager Penelope Marquez
Author, Lauren Stumpf, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.
Rancho Mesa welcomes our newest Client Manager, Penelope Maquez.
Author, Lauren Stumpf, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.
Rancho Mesa welcomes our newest Client Manager, Penelope Maquez.
Penelope brings over ten years of insurance experience, most recently working at an agency in Chula Vista, where she managed small business clients, including contractors, restaurants, and main street businesses. Her wide array of experience working across different industries will enhance the level of service that Rancho Mesa provides to its clients.
Penelope was born and raised in San Diego, CA. She and her husband have one dog, Nox, and one cat, Noah. In her free time, she enjoys the company of family and friends, listening to audiobooks, and teaching Sunday school.
Rancho Mesa is excited to welcome Penelope to the team!
Employee Spotlight: Surety Group Welcomes Manuel Ovalle
Author, Lauren Stumpf, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.
Rancho Mesa is excited to welcome Manuel Ovalle as our new Surety Client Coordinator.
Author, Lauren Stumpf, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.
Rancho Mesa is excited to welcome Manuel Ovalle as our new Surety Client Coordinator.
Manuel has 16 years of experience in various administrative roles, including the last nine years as a Records Control/Data Specialist. His extensive administrative background and skill set will transition nicely into his role with the Surety Group.
Manuel was born and raised in San Diego, CA. He enjoys spending time with his wife and their three boys, watching sports, movies, and going to the beach.
Rancho Mesa is thrilled to have Manuel as part of the team!
Employee Spotlight: Rancho Mesa Welcomes Eileen Rojas
Author, Lauren Stumpf, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.
Rancho Mesa is excited to introduce our newest Client Coordinator, Eileen Rojas.
Author, Lauren Stumpf, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.
Rancho Mesa is excited to introduce our newest Client Coordinator, Eileen Rojas.
She brings valuable experience, having served as a Customer Service Representative and Claims Specialist at Geico for three years, and gained ten years of customer service experience at Cox Communications and Spectrum.
Eileen was born and raised in San Diego. She enjoys spending time with family and friends, and exploring new restaurants and wineries, particularly those in Baja California.
Rancho Mesa is thrilled to have Eileen as part of the team!
RM365 Advantage Safety Star™ Program for Construction Moves to SafetyOne™ Platform
Author, Megan Lockhart, Client Communications Coordinator, Rancho Mesa Insurance Services, Inc.
Rancho Mesa has officially released its RM365 Advantage Safety Star™ program in the SafetyOne™ platform. Moving forward, clients participating in the construction safety program will complete the courses entirely through the platform or via an in-person workshop.
Author, Megan Lockhart, Client Communications Coordinator, Rancho Mesa Insurance Services, Inc.
Rancho Mesa has officially released its RM365 Advantage Safety Star™ program in the SafetyOne™ platform. Moving forward, clients participating in the construction safety program will complete the courses entirely through the platform or via an in-person workshop.
The Safety Star videos have been updated with the most current safety information, and the required courses are now accessed entirely via the online training feature.
The Safety Star program teaches important topics relating to construction safety in the workplace to help employers mitigate job-related injuries. Fall protection, ladder safety, heat illness prevention, fleet safety, and accident investigation are some of the courses participants must pass in order to earn their certification in construction safety.
If clients are interested in Safety Star certification for themselves or their employees, they can submit an application on the Rancho Mesa website, or reach out to their Client Technology Coordinator.
SafetyOne Updates Online Driver Training Courses
Author, Megan Lockhart, Client Communications Coordinator, Rancho Mesa Insurance Services, Inc.
In Rancho Mesa’s continued efforts to bring the most current content to our SafetyOne™ platform, the library of driver training topics has been updated with the most up-to-date information.
Author, Megan Lockhart, Client Communications Coordinator, Rancho Mesa Insurance Services, Inc.
In an effort to provide the most current content in our SafetyOne™ platform, Rancho Mesa has updated the most popular driver training courses in the online training library. These trainings now have the most up-to-date videos and quizzes.
SafetyOne users now have access to the following updated courses:
CDL Defensive Driver Training
Driver Safety: The Basics
Driving Safety: The Complete Program
Distracted Driving
Driving Defensively
Rancho Mesa continues to provide new content to ensure clients’ employees are equipped with the most current safety information. For questions regarding accessing online training in the SafetyOne platform, reach out to your client technology coordinator.
Rancho Mesa’s Fleet Safety Workshop Recap: Teaching Safety and Compliance
Author, Megan Lockhart, Client Communications Coordinator, Rancho Mesa Insurance Services, Inc.
On Friday, May 17, 2024, Rancho Mesa welcomed attendees at the Mission Valley Library for Fleet Safety: Above and Beyond Compliance, a workshop presented by Jose Pineda from Travelers Insurance.
Author, Megan Lockhart, Client Communications Coordinator, Rancho Mesa Insurance Services, Inc.
On Friday, May 17, 2024, Rancho Mesa welcomed attendees at the Mission Valley Library for Fleet Safety: Above and Beyond Compliance, a workshop presented by Jose Pineda from Travelers Insurance.
Clients enjoyed refreshments while Pineda highlighted important vehicle safety strategies and ways organizations can control their risk for fleet-related accidents.
The presentation proved to be both educational and entertaining as the presenter kept the audience engaged with frequent questions and anecdotes. After covering topics relating to insurance claims for commercial drivers and the many ways to prevent them, Pineda concluded by emphasizing the dangers of distracted driving and its threat to people’s lives on the road.
“There is no claim amount that will replace a human life or the damage that will happen to a generation of people if it's removed because someone did something behind the wheel that they shouldn't have done. It's just not worth it. Let's make sure that you know that, and let's tell our folks that they need to know it too,” Pineda said.
The presentation was recorded and will be available to clients at the end of the week.
Rancho Mesa is proud to host workshops on important topics such as these to assist clients in keeping their employees safe and their businesses secure.
Rancho Mesa Hosts Captive Workshop for Clients
Author, Megan Lockhart, Client Communications Coordinator, Rancho Mesa Insurance Services, Inc.
On Thursday, April 25, Rancho Mesa hosted its workshop, Control Your Insurance Costs with a Captive at our Mission Valley office, presented by Doug Hayden of Captive Resources.
Author, Megan Lockhart, Client Communications Coordinator, Rancho Mesa Insurance Services, Inc.
On Thursday, April 25, Rancho Mesa hosted its workshop, Control Your Insurance Costs with a Captive at our Mission Valley office, presented by Doug Hayden of Captive Resources.
Hayden detailed the concept of an insurance captive and the ways clients can effectively manage their insurance costs by being a part of one.
The presentation offered an in-depth understanding of the captive business model and how members play a role in the process, allowing for open discussion as attendees asked questions.
For more information about insurance captive and how they might work for your business, clients can contact their account executive.
Rancho Mesa values offering accessible and informative workshops such as these monthly. Our next workshop is Fleet Safety: Above and Beyond Compliance on Friday, May 17.
About Captive Resources
Captive Resources’ mission is to help companies control their insurance costs through the member-owned group captive model. Their industry-leading insurance professionals support every aspect of the group captives they advise, from claims advocacy to operational oversight, risk management, financial services, investment services and more. To learn more, please visit www.captiveresources.com.