Employee Benefits Client Service Academy

There's never been a better time to be a high-performing client service professional and yet our industry is in the midst of a talent crisis. 
Our cohort-based programs offer affordable solutions to help: 
(1) Onboard new talent quickly
(2) Level up junior colleagues
(3) Reset + recharge veterans
Your employee benefits practice can't grow without a team to do the work. 

Register For The Next Cohort Here


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



Identify unique strengths and try new techniques to shift how you work. You'll navigate common confidence speedbumps including how to lead a client on complex issues without being the technical expert. 



Get curious about your career possibilities and gain a clear vision of your role in driving profitable growth for your firm. You'll lead your clients through their 2023 planning with renewed enthusiasm and increased decisiveness.



In-Depth Training + Coaching + Community

2022 Programs

Led by industry experts who've done the work.

Account Executive Academy

6-month program

January (closed), April (closed) & July cohorts.

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Account Manager Academy

3-month program

January (closed), April (closed) & July cohorts.

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Benefits Specialist Bootcamp

1-month program

February (closed) & August cohorts.

Learn More >

Member Feedback

175+ Participants | 30+ Firms | 10 cohorts | 4 Time Zones | Since 2019

What did we learn?

Client Service colleagues share similar challenges and opportunities, regardless of years of experience.

Firms (size, structure, resources & location) and Book of Business (client size & complexity) may vary but the fundamentals of client service don't.

"This was a growth accelerator for my career"

Todd  -  IMA

"This is the best thing my agency has ever done for me."

Beth  -  Kapnick

"It's a guided forum allowing us to ask for advice - I never want to miss a session." 

Azara  -  Propel
South Carolina

"This was one of the best trainings I've experienced in my career."

Stephanie  -  Gibson 
More Testimonials

Meet Jenn 

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. 

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Prefer a PDF?

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

Academy Brochure