Risk Concepts Insurance Brokers provides California businesses with high quality advice and service to identify risk and create the best solutions to manage it. As a partner in one of the nation’s largest brokerages, Acrisure, Risk Concepts has the market access, knowledge and experience to handle all lines of commercial insurance, personal insurance, surety bonding and employee benefits. Risk Concepts can also provide valued resources in the areas of life insurance, business continuation and estate planning.
What sets Risk Concepts apart is responsive and personal service as provided by our staff of long-term, educated and cross-trained team members who serve as trusted advisors and advocates to help you manage risk reduce uncertainty and increase profit.
Building a long-lasting relationship with our clients is our number one priority.
Mike Robertson, CPCU, founded and directs Risk Concepts Insurance Brokers with Executive Vice President, Kelli Robertson, CISR and Vice President Serena Kenney.
First licensed as an insurance broker in 1983, Mike’s career includes every facet of insurance brokerage sales and management – including more than twenty years of experience as a brokerage principal. Prior to founding Risk Concepts, Mike was Executive Vice President/Chief Financial Officer and a major shareholder of a Bay Area brokerage that was ranked in the top 1% industry-wide in the United States.
Mike has attained the professional designation of “Chartered Property & Casualty Underwriter” (CPCU), widely considered to be the highest academic standard in the property/casualty insurance industry.
Mike prides himself on long-term client relationships and attributes this to managing his client’s interests in the capacity of a “trusted advisor” and true advocate.
Kelli Robertson, CISR Elite
CISR Elite - Executive Vice President, Director of Operations
As Executive Vice President, Kelli Robertson manages Risk Concepts’ day-to-day operations while also overseeing the servicing of accounts and all financial matters.
Kelli started her insurance career in 1984 while attending Solano Community College. After graduation, Kelli continued with insurance until 2000, when she decided to focus on what became a successful sales career in the cosmetics industry.
In 2005, Kelli re-acquired her insurance license and joined Mike Robertson in the formation of Risk Concepts. Just prior to Risk Concepts’ founding, Kelli was an award-winning Mary Kay Cosmetics Executive Sales Director. Kelli’s sales and managerial experience continues to be extremely useful in this second phase of her insurance career.
In 2015, Serena became an agency principal with Risk Concepts. As well as being an agency principal, Serena continues her role as a Client Advisor and Account Manager. Serena Campbell is responsible for the day-to-day needs of many of our clients, including handling claims, renewals, and a wide variety of inquiries/questions.
Serena started her insurance career with Risk Concepts in 2006 as a part-time Insurance Assistant. She quickly obtained her insurance license and became a full-time Commercial Lines Account Manager. Well-known for quality customer service, the Risk Concepts culture also strongly supports continued education. To that end, Serena has earned the Certified Insurance Service Representative (CISR) and the Commercial Lines Coverage Specialist (CLCS) designation.