Account Executive Academy

Develop Account Executives in employee benefits and P&C with the consulting skills to guide better business decisions, make clear recommendations, and build stronger relationships.

150+ Participants

55 Sponsor Firms

Since 2019 Developing consultants

Client leadership that moves your firm forward.

Your Account Executives connect the promises made in the sales process to what your firm delivers. The Account Executive Academy strengthens the consulting skills and judgment that work requires.

This six-month cohort program helps them make clear recommendations, guide client decisions, and use time and resources more effectively across their book of business.

Lead with Clarity

Your AEs learn to get beyond the immediate request to understand client priorities. They practice giving advice, setting expectations, and making recommendations that help clients move forward.

Apply It to Their Work

Practical exercises focus on their own clients, calendars, and book of business. They identify recurring problems, strengthen delegation, and build a 90-day plan to put the learning to work.

Get Coaching and Peer Support

Twice-monthly live sessions give your AEs time to work through challenges with coaches and peers. Between sessions, personalized coaching helps them prepare for conversations, test an approach, or decide what to do next.

What stays with them

Clients hire you to be led®. Your Account Executives leave with a clearer understanding of what that asks of them: giving clients and colleagues clear advice and speaking up when they see a better way forward.

They build the habit of looking beyond the request in front of them to ask what matters, what keeps happening, and what they recommend doing next. That consulting mindset helps them address problems earlier and navigate difficult conversations with greater clarity and confidence.

Built Around the Work Account Exectives Do

Your AEs apply the learning to the clients, colleagues, and business decisions they’re responsible for.

Make Time for the Work
Address bottlenecks, manage distractions, and strengthen delegation so there’s more capacity for work that requires AE expertise.

Make a Business Case
Recognize recurring patterns, explain their business impact, and offer advice that moves the conversation toward a solution.

Make a Recommendation
Assess priorities across a book of business and recommend a course of action. Communicate the reasoning and navigate resistance when decisions get difficult.

Make an Impression
Strengthen professional connections and introductions so clients and colleagues understand the value an AE brings from the first conversation.

Make an Impact
Build a practical 90-day plan and identify the habits that will sustain progress for clients, the firm, and their career.

About Four Hours a Month
Two hours, on average, for on-demand learning and exercises, plus two one-hour live sessions with coaches and peers.

Your Investment

$6,000

per participant

Enrolling two+ in your office? $5,000 per participant

ONLY 2027 COHORT

February–July

First session: February 5

Twice-monthly, one-hour live sessions Fridays, 10 am Pacific / 1 pm Eastern

Who Should You Send?

The Academy supports professionals who lead client relationships across insurance, including employee benefits and P&C. Their titles may include Account Executive, Senior Account Manager, Client Executive, or Consultant. Meet our most common participants.

Not sure who to send?

Let's Talk

Battlefield Betty

Promoted sooner than expected, she knows the firm but is still finding her footing as an AE. Coaching and peer support help her build confidence, set direction, and grow into the role.

Day-to-Day Dan

He delivers dependable service but gets caught in the details. His next step is thinking ahead and offering a point of view. The Academy helps him recognize patterns, make recommendations, and guide client decisions with confidence.

Loyal Lucy

She’s an experienced, trusted AE who’s ready for more complex clients or a broader role. Fresh perspectives, coaching, and ideas from peers help her build on her strengths and expand her contribution to the firm.

Stretched-Too-Thin Shane

They’re the person everyone relies on, leaving little time to think ahead or take on new opportunities. The Academy helps them strengthen delegation, clarify ownership, and create capacity for work that needs their expertise.

Transition Tina

She brings experience from HR, a carrier, or another insurance role. Now she’s adapting to life at a broker firm. The Academy helps her translate that experience into advising clients and working effectively with her new team.

Frequently Asked Questions

How do you define Account Executive?

What is the schedule?

Is the Academy just for employee benefits professionals?

How much does it cost? How do I pay?

What is the deadline to enroll?

What's the refund policy?

Are the meetings recorded?

I have some individual questions. Can we connect?