Brett Martin
Atlanta,Georgia
Summary
Detail-oriented professional with over 6 years of expertise in client service, account management, and financial analysis within the insurance and investment sectors. Proven track record of providing high-quality support for complex client needs and leveraging analytical skills to enhance operational efficiency. Committed to ongoing professional development with specialized training in risk management and insurance.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Client Service Associate
Sterling Seacrest Pritchard
04.2026 - Current
- Marketing renewals and new business from A to Z. Effectively presenting and placing coverage for large and complex clients.
- Managing client accounts, ensuring satisfaction through proactive communication and tailored solutions.
- Coordinating project timelines, aligning resources to meet client deadlines effectively.
- Mentoring junior associates, fostering skill development and contributing to team efficiency.
Client Service Associate
Sterling Seacrest Pritchard
03.2024 - 04.2026
Senior Client Service Assistant
Sterling Seacrest Pritchard
07.2022 - 03.2024
Financial Analyst
Alpha Capital Management
05.2021 - 07.2022
Client Service Assistant
Sterling Seacrest Partners
06.2020 - 05.2021
Education
Bachelor of Business Administration (BBA) - Risk Management & Insurance
The University of Georgia
Athens, GA05-2020
Skills
- Software: Microsoft Excel, Applied Epic AMS 360
- Functional: Risk Analysis, Insurance Principles, Client Relationship Management
Websites
Affiliations
- Actuaries at UGA (Member, 2019 – 2020)
- Gamma Iota Sigma (Member, 2019 – 2020)
Certification
- Certified Insurance Service Representative (CISR), Risk & Insurance Education Alliance (Issued Sep 2024)
- Actuarial Science Certificate, University of Georgia – Terry College of Business (Issued May 2020)
Timeline
Senior Client Service Associate
Sterling Seacrest Pritchard
04.2026 - Current
Client Service Associate
Sterling Seacrest Pritchard
03.2024 - 04.2026
Senior Client Service Assistant
Sterling Seacrest Pritchard
07.2022 - 03.2024
Financial Analyst
Alpha Capital Management
05.2021 - 07.2022
Client Service Assistant
Sterling Seacrest Partners
06.2020 - 05.2021
Bachelor of Business Administration (BBA) - Risk Management & Insurance
The University of Georgia