Account Manager Academy

The Account Manager Academy responds to our industry's talent crisis by providing the in-depth training + coaching most firms can't provide. The 3-month program covers industry insights + insurance basics in a community coached by employee benefits client service veterans. What's the difference between struggling and succeeding (even when things go sideways) in this role? We'll cover that in 12 lessons following the employee benefits client lifecycle.

Register Here For The July Cohort

Our Goal: Help Account Managers at any experience level strengthen and modernize their project management and communication skills throughout the employee benefits client lifecycle.

What We'll Discuss

  • Clients Hire You to Be Led™
  • Hallmarks of a High-Performing Account Manager 
  • Gaining Insight: Strategic Planning
  • Client Lifecycle: Renewal
  • Client Lifecycle: Marketing
  • Client Lifecycle: Decisions & Implementations
  • Client Lifecycle: Open Enrollment
  • Client Lifecycle: Post Open Enrollment
  • Ongoing: Client Management
  • Staying Alert: Innovative Solutions
  • Starting Strong: New Business

We’ll discuss why some struggle or survive at each stage while others succeed (even when things go sideways).

How It Works:

  • 12 On-Demand Learning Modules following the Client Lifecycle

  • 3 Live Coaching Hours a Week
  • 2 hour weekly commitment to maximize your investment: 1 hour of live coaching, 30-minute online module, 30-minute in-agency assignment

  •  Unlimited 1:1 Support via VideoAsk aka Ask The Expert

  • SHIFT Your Intro - Impactful Business Introductions

Download the Program Syllabus HERE for additional information

Your Investment


Register Now

Who is a good fit for the Account Manager Academy?

Note: Account Coordinator, Rep, or Analyst in some firms.

Frequently Asked Questions

Registration for the July Cohort Closes on June 13th.









Jenn Walsh

Founder & Content Creator

Jenn has 31 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

Jan Currie

Lead Coach & Facilitator 


Jenn and Jan worked together for years, so when the time came to expand programming to Account Managers, what better choice than “the best Account Manager, perhaps ever."

Organized, efficient and effective, Jan brings 25+ years of consulting experience to the inaugural Account Manager Academy. She has direct experience solving complex client problems while maintaining high client satisfaction and retention rates. In her independent consulting business, Jan lends insights and provides interim project support to employee benefits brokers, HR executives and other professionals informed by her degree in industrial & organizational psychology.

Based on the core fundamentals of the AE Academy, Jenn and Jan developed content and activities that will supercharge Account Managers. Jan's experience as a Client Service team supervisor will be invaluable as she leads discussions in weekly live coaching hours.


Prefer a PDF?

Download copies of the program information here to share with colleagues.

Full Academy Brochure
Account Manager Program Syllabus