March 24, 2025
How did you get into the insurance industry? I got into insurance kind of by chance, but it has turned into what will be my forever career. During and after college, I was working at a marketing startup and coaching a girl’s club volleyball team on the side. That’s where I met Nickie Tran, the owner of IQ Risk Insurance Services. She would drop her daughter off at practice, pick her up, and somehow be at every game all while running her business. How was this single mom juggling it all, staying so involved with her kids, and absolutely killing it professionally? This is exactly what I wanted for my life. She took me under her wing, trained me, and that was it—IQ Risk became my home, and I’ve been so lucky to be part of it since 2015. It has been the greatest 10 years! Oh, and a fun fact: My grandpa, who I was extremely close to, always said that if he could do it all over again, he would be a commercial insurance broker. That stuck with me, and I know he’d be so proud of me right now! What does a typical day look like for you? There’s no such thing as a typical day for me, which is why I love my job. Some days I’m out meeting referral partners—grabbing coffee, enjoying an incredible lunch, or catching up over happy hour. I might set up a networking pickleball game, a squash match, or even a hike. On other days, I visit clients at their offices so I can understand their insurance needs. When a potential deal comes in, I’m back at my computer, working on a new submission with my team. If a client has a claim, I am staying on top of the adjusters to make sure it gets covered quickly. I am always in contact with my underwriters to be up to date on new programs they offer which helps us stand out as a broker. My job does not stop at 5:00 pm, some evenings, I’m at events, telling businesses about how I can help them while other nights I’m home tackling a stack of 200 emails. I am also picking up every call at night if a client needs me. I love my not-so-typical days and have never once gotten bored at IQ Risk! What do you enjoy most about your job? Working with the coolest types of businesses and greatest entrepreneurs. I love hearing their stories of how they started their company and being a part of their plan to protect it. Getting them an amazing policy with improved coverage, lower costs, and reliable service that keeps them with me for the entirety of their business is unbeatable. I also take satisfaction in getting their claims handled effectively—it’s great to deliver results when they really need it. I appreciate it when clients reach out to me for business referrals; it’s rewarding to be their trusted contact. I also love that so many clients have now become so close and some like family. Another thing is that since our business is done 100% by referrals. I never know the business I am going to be introduced to so I am lucky enough to insure restaurants, law firms, accounting practices, nonprofits, landlords of all kinds of tenants, cannabis businesses, manufacturers, cryotherapy, massage centers, and med spas, skincare products, kids sports camps, big and small events, bars with entertainment, and food and drink products. Anything you see on Amazon, the list goes on, and is why my day-to-day is so interesting! What’s the best piece of professional advice you’ve ever received? Networking and putting yourself out there is time-consuming and exhausting. Keep showing up, even when you don’t feel like it, that’s when it’s most important! Also, differentiate yourself, and make yourself memorable to your clients and referral partners. What has been your most memorable moment at the company so far? This is a tough one because there’ve been so many but probably becoming the WEED QUEEN and insuring every type of cannabis operator out there nationwide…it has been a wild journey and so much fun learning everything about this industry. Some others include saving a med spa franchise over $140,000 in premiums was huge—same with getting a $900,000 claim covered. Lowering a client’s workers’ comp mod rate to get them off the State Fund felt like a real win too. Beating my boss in new business is actually one of the best feelings and getting introduced to the greatest Asian meals of all time. But the biggest one might be bringing my son to the office when he was a newborn—having my boss and co-workers step in to help with him so I could keep working was unreal. I don’t know many places that would make that possible, and it meant a lot to be able to juggle both at a time when I really needed it. What three words describe IQ Risk Insurance? 1. Proactive 2. Service 3. Family What’s your favorite part about the company culture? I love that everyone at IQ Risk is a complete food they live to eat. Everyone here finds the most happiness in finding new hidden gems of restaurants, and everyone agrees that life is too short for a bad meal—I love that about IQ Risk. We have company lunches every two weeks where we bond and eat a new fun meal—we have never once had a boring meal. Three traits that describe you? Competitive, loving, and optimistic. What do you like to do on your days off? On my days off, I love going on hikes with my almost 2-year-old son, dominating the beach volleyball court, dancing to great music with my husband Tim, taking early morning walks on the beach, cooking up delicious meals, traveling, and exploring new restaurants. If you could have dinner with anyone, living or dead, who would it be and why? Anthony Bourdain—he seems like the most interesting man I wish I could have had a meal with. He was the definition of a LIFE LIVER and I LOVE life livers. What’s the most interesting place you’ve ever visited? Interesting - Vietnam Most Romantic - Tulum for my honeymoon Favorite - Joshua Tree What's one thing you can't live without? My family! Becoming a mom to Bryce and a parent with Tim has completely changed my life in the best way. Thanks to my amazing work environment, I don’t have to live without them. I’ve always wanted to balance work and being a mom, and I get to do that with this career. AND we are growing our family and have a baby girl on the way this June.