Building Stronger Communities and Connections: Spotlight on Jonathan Tran’s Journey at Poms & Associates

“Being a resource for my clients and their employees is essential to my identity.”

In October, Jonathan Tran joined Poms & Associates as a Business Development Executive, bringing with him a unique blend of professional experience and a deep passion for community impact. Though relatively new to the insurance and risk management industry, Jonathan’s extensive background in professional employer organizations (PEOs) and business-to-business sales has equipped him with a distinct perspective on building trust and delivering value.

At Poms & Associates, Jonathan has found a natural alignment between his personal values and the company’s people-first philosophy, where the focus on customer-centric service resonates deeply with his approach to professional and personal growth.

A New Perspective in Insurance

Jonathan’s journey into insurance was driven by his desire to make a difference. After more than three years of success in the PEO space, where he honed his ability to serve clients and their employees, the transition to insurance felt like a natural progression. What attracted him to Poms & Associates was their unwavering commitment to prioritizing clients and building strong relationships.

“Poms’ passion for putting customers and clients first in their service model inspired me to join the team,” he explains. This client-first mentality has provided Jonathan with the autonomy to approach his work in a way that reflects his personality and talents, allowing him to build meaningful connections that extend beyond transactions.

Proactive Partnerships That Last

In Jonathan’s view, credibility and trust are the cornerstones of any successful partnership. His proactive approach to insurance and risk management is rooted in these principles, helping him develop lasting relationships with clients and partners alike.

“Clients and network partners want to work with people who are trustworthy, goal-minded, and organized,” Jonathan notes. One standout example of his problem-solving mindset involved connecting a client struggling with talent retention to an HR consultant. This collaboration led to the development of diversity, equity, and inclusion initiatives, fostering a culture that aligned with the company’s hiring goals and employee values.

Balancing Career Ambitions and Personal Life

Jonathan’s ability to balance professional growth with a fulfilling personal life stems from his commitment to communication, organization, and setting clear expectations. With the support of his wife and the team at Poms, he’s been able to thrive in his new role while maintaining harmony at home.

“Having a support system both at work and at home nurtures my ability to strive for greatness,” he shares.

Looking Toward the Future

As he continues to grow in his career, Jonathan is excited about the future of insurance and risk management. He believes that by staying curious and open to learning, he can make a meaningful impact on his clients and community.

“The community I live in, Chino/Chino Hills, has so much potential, especially with ongoing residential and commercial real estate development,” he says. “I look forward to being a resource that others can lean on, contributing to the growth and resilience of the community.”

Leadership and Mentorship

Jonathan’s leadership style combines his corporate experience with an entrepreneurial mindset, creating a cadence that serves both his clients and his team. Though new to the insurance industry, he’s committed to fostering mentorship opportunities, learning from those around him, and sharing his knowledge to help others succeed.

“Mentorship is about development, coachability, and leaving a lasting impression,” Jonathan reflects. “It’s something I hold close to my heart.”

With his focus on building trust, strengthening partnerships, and serving his community, Jonathan Tran exemplifies the values that make Poms & Associates a leader in insurance and risk management. As he embarks on this new chapter, Jonathan is poised to make a lasting impact, helping clients and colleagues alike achieve their goals.