Derisk Q4 with One Smart Investment
Relieve pressure on your practice by equipping more team members to support growth quickly and affordably.
Register Today 🎉 Account Manager
Essentials Series
What Essentials Solves For
Essentials delivers our core training to more of your team—in less time and at a lower cost. Built from the same expert-led curriculum and coaching tools as our flagship Academy, it’s results-backed and scalable, with flexible delivery that works across different roles.
In just eight weeks, participants sharpen their project management and communication skills, and build business confidence, so they’re ready to take on more and contribute at a higher level.
The result? Less pressure on Account Executives, Managers, and Producers—and a team that’s better equipped to lead your clients.
You don’t have time to build training—let alone customize it for every team member’s needs. Essentials was built to do precisely that, for you.
What Your Team Will Gain
How It Works
Breakout Betty
Promoted mid year and hitting Q4 without the tools or context to lead with confidence
Tentative Tina
Survived one busy season but leans too hard on managers and teammates to drive client work with clarity
Stretched-Thin Shane
Managing too much but craves the structure and inspiration to take control and grow strategically
Adjacent Alex
Works as a producer or teammate who lacks the full client service picture to partner effectively
Carrier Cam
Collaborates often but needs visibility into how agencies operate to reduce friction and do more business
Why They'd Recommend It
Hotchkiss Insurance Account Manager
One thing I won't forget is having the valuable opportunity to use Ask-a-Coach as a resource outside of the course, which really helped deepen my understanding.
BKCW Account Manager
Even though I have been in my role for 21 years, I learned new ideas through this program that I can apply in my role.
Hylant Account Manager
I liked the real-life examples and practical advice to make the situation better. I used the “Ask A Coach” feature via phone or video messaging a few times. It was easy to explain the problem, and getting a response from several coaches helped get other points of view.
Jenn Walsh
GenuineShift Founder & Lead CoachÂ
Founded in 2018 by Jenn Walsh, GenuineShift has evolved from its early focus on strategic consulting and one-on-one executive coaching to become the industry’s leading client service training and development company. A sought-after thought leader, Jenn regularly speaks and writes with passion that there’s never been a better time to be a high-performing client service professional.
As a former agency owner, national employee benefits practice leader, and 35-year industry veteran and enthusiast, she spotted firms, analysts and the overall industry ecosystem underestimating and underinvesting in the critical importance of client service teams.
She currently serves as a board member of the Insurance Industry Charitable Foundation and as an instructor for CIAB's Insurance Professional School.
Talk Through Fit with JennFrequently Asked Questions
When should I consider the Account Manager Essentials Series versus the Account Manager Academy?
How does the schedule work—and how much time will it take each week?
How can managers help their team get the most from the program?
How much does it cost? How do I pay?
What is the deadline to enroll?
I have some individual questions. Can we connect?
Need a Sales Sheet to Share?
Download an overview of the 2025 program to share with colleagues.
2025 Account Manager Essentials Series