Account Manager Academy Course Outline

The Account Manager Academy

  1. Let's Get Started

    8 lessons
    1. Welcome
    2. Introduce Yourself
    3. Program Overview
    4. Community Sessions
    5. Working Together
    6. Syllabus đź“„
    7. Activity #1
    8. âś“ Check Your Progress

  2. Clients hire you to be led.®

    5 lessons
    1. Context #2
    2. Core #2
    3. Connection #2
    4. Activity #2
    5. Checkout

  3. Finding Time to Do the Work

    9 lessons
    1. Context #3
    2. Batch
    3. Best Work
    4. BLUF
    5. Bonus Hours
    6. Bounce
    7. Build Systems
    8. Activity #3
    9. Checkout

  4. High-Performing Teams

    6 lessons
    1. Context #4
    2. Core #4
    3. Connection #4
    4. QuickShift #4
    5. Activity #4
    6. Checkout

  5. New Business

    6 lessons
    1. Context #5
    2. Core #5
    3. Connection #5
    4. QuickShift #5
    5. Activity #5
    6. Checkout

  6. Strategic Planning

    6 lessons
    1. Context #6
    2. Core #6
    3. Connection #6
    4. QuickShift #6
    5. Activity #6
    6. Checkout

  7. Renewal

    6 lessons
    1. Context #7
    2. Core #7
    3. Connection #7
    4. QuickShift #7
    5. Activity #7
    6. Checkout

  8. Marketing

    6 lessons
    1. Context #8
    2. Core #8
    3. Connection #8
    4. QuickShift #8
    5. Activity #8
    6. Checkout

  9. Decisions & Implementation

    6 lessons
    1. Context #9
    2. Core #9
    3. Connection #9
    4. QuickShift #9
    5. Activity #9
    6. Checkout

  10. Open Enrollment

    6 lessons
    1. Context #10
    2. Core #10
    3. Connection #10
    4. QuickShift #10
    5. Activity #10
    6. Checkout

  11. Post-Open Enrollment

    6 lessons
    1. Context #11
    2. Core #11
    3. Connection #11
    4. QuickShift #11
    5. Activity #11
    6. Checkout

  12. Ongoing Client Management

    6 lessons
    1. Context #12
    2. Core #12
    3. Connection #12
    4. QuickShift #12
    5. Activity #12
    6. Checkout

  13. Let's Keep Going 🚀

    1 lesson
    1. Post-Academy Development Plan

  14. 🧰 Tools & Resources 🧰

    11 lessons
    1. Ask A Coach
    2. Cohort Directory
    3. Focused Work Sessions
    4. Microsoft Office Tech Tips - Build Systems
    5. Mindfulness Minute #1
    6. Mindfulness Minute #2
    7. Mindfulness Minute - Anxiety Mindfulness Resources
    8. Peer Review - Bonus Hours
    9. Points vs. Percent
    10. LinkedIn Profile Refresh Program
    11. Academy Schedule

  15. Community Session Recordings

    12 lessons
    1. Session #1 - Welcome
    2. Session #2 - Clients Hire You to be Led.™
    3. Session #3 - Finding Time to Do the Work
    4. Session #4 - High-Performing Teams
    5. Session #5 - New Business
    6. Session #6 - Strategic Planning
    7. Session #7 - Renewal
    8. Session #8 - Marketing
    9. Session #9 - Decisions & Implementation
    10. Session #10 - Open Enrollment
    11. Session #11 - Post-Open Enrollment
    12. Session #12 - Ongoing Client Management

We'll share the full syllabus upon request. 

Request Syllabus

Built Around the Work Account Managers Do

Build the Foundation
Lead clients, manage competing priorities and communicate clearly with clients and colleagues.

Get Client Resuts
Connect new business, strategic planning, renewal and marketing to what clients need to make informed decisions.

Deliver and Improve
Strengthen implementation, open enrollment and ongoing client management. Learn from each cycle to improve the next.

About Two Hours a Week

• One hour of independent preparation: Complete the on-demand module and practical exercise before the weekly session. Some exercises require additional time.

• One hour live with coaches and peers: Discuss challenges, practice skills and learn how other Account Managers approach the work.

Support Between Sessions
Through Ask A Coach, participants can get personalized feedback on a client challenge, an email draft or an upcoming conversation. QuickShifts and downloadable Checkout guides help them put the learning to work.

Your Investment

$3,000

per participant

Choose Your 2027 Cohort

FEBRUARY

February–April

Starts February 4

MAY

May–July

Starts May 13

Live sessions: Thursdays, one hour 10 am Pacific / 1 pm Eastern

Register Now

Who 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