Account Manager Academy
Equip your Account Managers to lead client work with confidence and help your practice grow.
Register Today 🎉
Practical Skills. Lasting Impact.
Help your Account Managers strengthen how they manage projects, communicate under pressure and lead clients through the Employee Benefits lifecycle. This three-month, cohort-based program helps newer professionals build a strong foundation and experienced team members sharpen their approach.
Learn and Apply
On-demand modules and practical exercises connect industry insights to their real work with clients and colleagues.
Build Better Habits
QuickShifts demonstrate stronger execution through real-world examples. Downloadable Checkout guides help participants apply the learning and avoid common pitfalls.
Coaching and Peer Sharing
Weekly peer sessions bring fresh perspectives and opportunities to practice. Employee Benefits client service veterans provide personalized coaching on real client challenges.
What stays with them
Participants tell us they leave with practical tools they can use immediately. Frameworks like Clients Hire You to Be Led® and Shift Your WORK™ help them lead client relationships, organize their work and communicate with intention.
Exercises turn those ideas into practice, and coaching offers guidance on real client challenges. Alongside those tools, they gain fresh ideas from fellow Account Managers and the reassurance that they’re not alone in the challenges they face.
Built Around the Work Account Managers Do
Your Investment
$3,000
per participant
Choose Your 2027 Cohort
February–April
Starts February 4
May–July
Starts May 13
Live sessions: Thursdays, one hour 10 am Pacific / 1 pm Eastern
Register NowWho Should You Send?
The Academy supports Account Managers across experience levels. Meet our most common participants.
Not sure who to send?
Let's Talk
New Nancy
Whether a new college grad or a mid-career transfer, she wants to understand the role and build confidence as quickly as possible. Weekly exercises help her connect with colleagues in remote or hybrid settings. Built-in accountability keeps her engaged and gives her manager a tangible way to see her progress and readiness.
Transition Tom
A strong performer in your Employee Benefits practice, he’s not yet on a client team. As an analyst, client advocate or wellness coordinator, he needs a broader understanding of the business to make that move. His manager sees his potential but is stretched for time. The Academy helps him prepare for the transition while continuing in his current role.
Stalled Sam
They know the job, but their growth has stalled. Is it inconsistent training or boredom? Do they feel under appreciated? The Academy offers structure, fresh perspectives and a community of peers. It gives you a concrete way to invest in Sam before they look elsewhere and helps them see how they can grow and make a greater impact in their current role.
Longtime Louise
A proven high performer in client service, she’s mastered how things are done at your firm and wants fresh ideas for what could work better. She may already supervise a team or be preparing to lead one. The Academy helps her strengthen her approach to improving processes and leading people, with skills and resources that may also support a future move into an Account Executive role.
Frequently Asked Questions
How do you define Account Manager?
When is the Account Executive Academy a better fit?
What is the schedule?
Are the meetings recorded?
What platforms will we use?
What's the deadline to enroll?
How much does it cost? How do I pay?
When should I consider the Account Manager Essentials option?
I have more questions. Can we connect?
Need an on-demand option?
Account Manager Essentials: $1,000 per participant
Account Manager Essentials is ideal when you need to equip more people quickly. Participants move independently through all of the flagship Account Manager Academy's core content. No peer interaction or on-camera time required.
Managers get the tools to track engagement and progress.
Learn MoreAccount Manager Academy Testimonials
Jenn Walsh
Founder & Program Creator
With 36 years of hands-on experience, Jenn Walsh has driven growth as a salesperson, agency owner, business development leader and strategic consultant. Her Employee Benefits expertise spans insurance carriers, a full-service brokerage and national industry association leadership roles.
A sought-after coach, workshop facilitator and keynote speaker, Jenn brings authenticity, candor and empathy to helping Account Managers strengthen their skills, understand their impact and lead clients with confidence.
Schedule time to talk program fit