Benefits Specialist Bootcamp

Benefits Specialists help teams create contrast and lead your clients. These colleagues are the difference between talk and execution. This program will help them operate more effectively and with increased confidence. Clients and other team members in the practice both benefit from their enhanced ownership of their role on the team.

Curated content from the Account Executive and Account Manager Academies is delivered in an efficient and fun series.

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Our Goal: Optimize growth by helping specialists operate more effectively with increased confidence.

Bootcamp Basics

  • Week One: The Benefits Specialist Role (industry overview, serving internal & external clients)

  • Week Two: Time is a Commodity (calendar control, recommendations>options, clear communication)

  • Week Three: Who/What Grinds your Gears? (negotiating deadlines & deliverables, exploring why clients or colleagues don't understand or respond to what you need)

  • Week Four: Clients Hire You to be Led.™ (effective meeting dynamics, impactful introductions)

How It Works:

  • Four 90-minute workshops (Tuesdays 10 am PST)

  • SHIFT Your Intro - Impactful Business Introductions (complete 60-minute course before the last session)

  • Unlimited VideoAsk aka 1-800-ASK-Jenn (1:1 coaching) including 10 days post Bootcamp

The Investment


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Who is a good fit for the Benefits Specialist Bootcamp?

Specialists include colleagues from your Actuarial, Claims Advocacy, OE Communications, Compliance, International, Pharmacy, Technology, Underwriting, Voluntary, and Wellness departments.

Frequently Asked Questions

Registration for the August Program Closes July 15th.









Jenn Walsh

Lead Coach & Facilitator 

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

Prefer a PDF?

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

Full Academy Brochure
Benefits Specialist Specific Page