Our Team - IQ Insurance Services

MEET OUR TEAM

At IQ Risk Insurance, we’re known for our extremely personalized and exceptional client service. And, it’s our talented and dedicated team that has made this possible for over the last decade. We’ve created a culture of respect, accountability, and creativity, making it a place where people want to do their best work for our clients. Meet the people here who make great things happen!

NICKIE TRAN

President and Principal Broker

Nickie Tran, the President and Principal Broker at IQ Risk Insurance Services. In this capacity, she is responsible for driving the company's commercial insurance and group benefits practices and establishing new business relationships. Nickie is supported by a talented team that shares her commitment to delivering exceptional service and building enduring relationships with clients and carriers.

Despite her demanding professional schedule, Nickie also places a high value on maintaining a healthy work-life balance. She is passionate about Pilates, hiking, and traveling, which serves as a testament to her holistic approach to life. Nickie's dedication to her personal interests helps her stay grounded and maintain a sense of equilibrium in her work and personal life, setting an example for others to follow.

Overall, Nickie is a highly respected professional who brings a strong work ethic and a well-rounded perspective to her role as President and Principal Broker. Her passion for her work and her personal pursuits makes her a valuable asset to both her clients and her team at IQ Risk Insurance Services.

NICKIE TRAN

President and Principal Broker

Nickie Tran is the President and Principal Broker of IQ Risk Insurance Services. Nickie is responsible for developing the company’s robust commercial, life, health, and personal line practices, as well as generating new business relationships. Nickie and her highly experienced team are committed to providing exceptional service and building lasting and close relationships with clients and carriers. Nickie is dedicated to her Pilates’ practice and she also loves to hike and travel.

ALANA LONG

Commercial Line Insurance Broker

Alana’s responsibilities include business development, identifying prospects, as well as researching and identifying the risks and needs of clients and prospective clients. Alana specializes in Cyber, Professional, Product Liability, and Management Liability. Her clients include nonprofit organizations, law firms, and she manages the Cannabis Insurance Portfolio for the firm. A Chapman University graduate and avid beach volleyball player, Alana is a true competitor who will stop at nothing to ensure her clients have the very best service and advice.

NOEMI GOMEZ

Operations Manager

Noemi has been a vital part of IQ Risk Insurance Services since 2018, serving as the Operations Manager. With expertise in various fields, such as HR, Accounting, Finance, and Operations, Noemi is a multi-talented professional who handles diverse responsibilities. She oversees the agency's day-to-day operations, manages financials, and administers employee benefits. Noemi's passion for business management started in 2013 when she began managing businesses, and since then, her love for the field has only grown. She holds a bachelor's degree in business management from Cal State Fullerton. When not working, Noemi indulges in her interests, such as exploring art museums, trying out new cuisines, and spending quality time with family and friends.

ALANA LONG

Commercial Line Insurance Broker

Alana is a business development specialist who specializes in managing risks and identifying the needs of clients and prospects. She is an expert in Cyber, Professional, Product Liability, and Management Liability insurance. She manages the Cannabis Insurance Portfolio for her firm and has a diverse client base that includes law firms and nonprofit organizations. Alana is a competitive individual who graduated from Chapman University and enjoys playing beach volleyball. She is dedicated to providing exceptional service and advice to her clients, and her commitment to excellence knows no bounds.

BOBBY TRUONG

Senior Account Manager

Bobby Truong, the Senior Account Manager at IQ Risk, has been with the company since 2008. Bobby's main responsibility is to assist clients with their insurance requirements, suggesting the best coverage options and negotiating with carriers to obtain competitive pricing. Bobby holds a Bachelor of Science in Technology and Operations Management from Cal Poly Pomona. In his leisure time, Bobby enjoys bowling and watching sports.

XANH TRAN

Senior Account Manager

Xanh Tran, a Senior Account Manager at IQ Risk, boasts more than 16 years of experience in the commercial insurance industry. She has an excellent understanding of the insurance industry and its intricacies. Xanh's duties include marketing new business accounts and handling renewal businesses, with a strong emphasis on customer service. She prioritizes her clients' objectives and works tirelessly to help them achieve them. Xanh is adept at using her negotiation abilities to deliver the most competitive quotes to her clients. On the weekends, Xanh and her husband enjoy going on long road trips and watching sports.

JOELLE SO

Employee Benefits
At IQ Risk Insurance Services, Joelle So works as an Employee Benefits Specialist and Assistant Commercial Line Account Manager. Her responsibilities include overseeing the group benefit book of business, resolving client inquiries and concerns by interpreting benefit policies and procedures, and providing counseling to clients' employees on benefits and compensation issues. Moreover, Joelle supports account executives by preparing submissions for new and renewal businesses, marketing, and insurance coverage proposals. She obtained a Bachelor's degree in Hospitality Management from Cal State Long Beach. During her free time, Joelle practices yoga and likes to travel to various places.

XANH TRAN

Senior Account Manager

Xanh Tran is a Senior Account Manager at IQ Risk. Xanh has been working in the commercial insurance industry for over 16 years and she is no stranger to the insurance world. Xanh’s responsibilities include marketing new business accounts as well as working on renewal businesses. Clients are her number one priority; she uses her strength in customer service in order to guide her clients on their way to reach their goals. Xanh is capable in using her negotiating skills to deliver the best and most competitive quotes to clienteles. Xanh and her husband enjoy taking long road trips and watching sports on the weekend.