Account Executive Academy
Equip Account Executives - at any phase in their career - with the industry knowledge and perspective to lead your clients.
This is a six-month program, followed by three months of alumni community access. Asynchronous learning modules enhance client leadership skills and help executives find the capacity to say “yes” to additional challenges that optimize growth. GenuineShift founder Jenn Walsh facilitates twice monthly peer calls and provides 1:1 coaching. Select P&C Account Executives may be admitted.Register Now
Our Goal: Optimize growth by helping your key talent find the capacity to say “yes” to additional challenges.
Discover how to...
Who is a Good Fit for the Account Executive Academy?
Note: may be Senior Account Manager, Client Executive, or Consultant in some firms.
She's a high-performer who got promoted earlier than expected (or will soon) as a result of staffing changes, sudden growth, or both. She understands how her firm works but is not confident (yet) in the Account Executive role. Having access to peers and coaches will accelerate her progress after her battlefield promotion.
A proven employee benefits professional, she wants to adapt her experience from HR or from an insurance carrier to the firm. The practice needs the experienced talent but supervisors are stretched for time and worried about getting her up and running and positioned for success. Especially in a hybrid work environment, access to peers will be invaluable in building her confidence.
He knows the fundamentals but has difficulty thinking strategically. He's frustrated about receiving feedback that he's not innovative or creative. Producers know he is a solid team player but need him to operate at a higher level in order to rely on him more heavily. He'll leverage the Community to increase his confidence in client management.
They understand employee benefits but have difficulty getting out from under the tactical work and working strategically with clients. They are always SO busy and don't have the capacity for any new work. They know they need to delegate more effectively and/or work more efficiently but miss opportunities because they're always so busy.
A proven high-performer in client service, she's mastered the basics of how to serve the average client. She's ready to take on more complex + challenging clients and would benefit from learning from peers to increase confidence and creativity. She may also manage a team and will source ideas about how to improve processes for her practice.
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Frequently Asked Questions
How do you define Account Executive?
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Are the meetings recorded?
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Lead Coach & Facilitator
Jenn has 32 years of hands-on experience driving organizational growth as a salesperson, agency owner, business development leader, strategic consultant and coach.
She developed her Employee Benefits expertise within insurance carriers, a full-service brokerage firm and by holding several national industry association leadership roles. A sought-after speaker, workshop facilitator and objective advisor, she’s increasingly focused on the interdependence of successful sales and service teams.
Known as an authentic business partner, she's passionate about inspiring and preparing teams to lead clients with confidence.Schedule time to talk program fit
Prefer a PDF?
Download an overview of 2023 programming to share with colleagues.2023 Client Service Academy Program