Register Here 🎉

Client Service Academy Programs

 

 

Practical Skills. Stronger Client Service Teams.

Our programs are built for the pace and pressure of client service—where there’s no time to slow down, but too much at stake to leave your team unprepared. From onboarding to upskilling to recharging, we deliver practical training that helps your people develop and your firm grow.

Choose on-demand programs that start anytime or 2027 Academy cohorts that combine practical learning, coaching, and peer support.

Find the Right Fit for Your Team

 

On-Demand

Start Anytime

$500

 

Ideal for: Newer employees in client service, sales, or operations who need to understand the Employee Benefits business.

Let us “teach the business” so your managers can prioritize "on-the-job training."

  • Bite-size videos explain the business and client lifecycle

  • Story-driven advice puts industry concepts in context

  • Searchable glossary makes unfamiliar language less intimidating

Learn More

On-Demand

Start Anytime

$1000

 

Ideal for: Account Managers at any experience level who need practical training on a flexible schedule.

Equip more of your Account Managers with stronger project management and communication skills through accessible, actionable training. 

  • Core Academy content in 12 self-paced modules

  • Manager tools to tailor learning and support progress

  • Optional monthly live Ask Us Anything sessions 

Learn More

3-Month Program

Two 2027 Cohorts

Start February or May

$3000

Ideal for: Account Managers at any experience level ready to sharpen their skills through expert coaching and collaboration with a cohort of peers.

Help new talent get established and experienced colleagues refresh their approach to managing work, communicating clearly, and keeping client priorities on track.

  • Practical modules and exercises tied to their work

  • Weekly live peer sessions to exchange ideas and build better habits

  • Personalized feedback and 1:1 coaching to put learning into practice 

Learn More

 6-Month Program

One 2027 Cohort

Starts February

$6000

Ideal for: Account Executives across Employee Benefits and P&C ready to sharpen their consulting skills, strengthen recommendations, and make a greater impact.

Equip your Account Executives to look beyond the request in front of them, recognize patterns, and recommend a clear way forward.

  • Practical tools to create capacity, clarify priorities, and explain business impact

  • Twice-monthly peer sessions to exchange perspectives and turn learning into action

  • Personalized coaching to work through challenges as they arise 

Learn More

Inspiring Teams Since 2019

100+ Firms

We've partnered with firms nationwide, of all sizes and structures, who have clients that range from small, fully insured to large, complex self-funded groups. 

800+ Participants

We've validated that client service colleagues share similar challenges and opportunities, throughout their careers, from their first day to their 25th year.

7 Years

We've facilitated thousands of hours of instruction since launching the Account Executive Academy in 2019 and the Account Manager Academy in 2022.

Maximizing Impact with the

Client Service First Framework™

Control

Change how your people perceive and manage the distractions that are obstacles to doing great work, waste your time, and add stress. The Academy's simple tools clarify what's getting in the way of priorities. 

Confidence

Equip your team with practical tools and approaches to communicate clearly, tackle challenges, and contribute with greater confidence.

 

Clarity

Help your people understand their role, recognize what clients and colleagues need, and see how their work contributes to your firm’s growth.

 

Exploring Options for Carriers or Larger Groups?

Ask Us Anything Here

The Feedback We Hear Again and Again

Meet Jenn 

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 36-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 Professional Employee Benefits Consultant (PEBC™) program.

 

Follow on LinkedIn Here

Schedule time to talk