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2023 Client Service Academy Programming

Employee Benefits firms, of any size, can't grow without a team to do the work. 

 

Our proven programs quickly and consistently onboard new employees, efficiently level up junior colleagues, and creatively recharge invaluable veterans.

 

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3-Month Access

On-Demand

Start January - October

$500

3-Month Program

7 Cohorts

Start January - July

$2500

 6-Month Program

4 Cohorts

Start January - April

$4950

Introducing the Client Service Academy

 

Stats Don't Lie

54 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. 

195 Participants

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

4 Years

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

Join Us - Register Here

Inspiring Teams with the

Client Service First Framework™ Since 2019

Control

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.

 

Confidence

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. 

 

Clarity

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 with renewed enthusiasm and increased decisiveness.

 

2023 Programs

 

3-Month Access

On-Demand

Start January - October

$500

 

Jumpstart a career or supercharge your firm’s onboarding with an on-demand program to make new(er) hires team ready. Let us “teach the business” so your managers can prioritize "on-the-job training." Asynchronous modules provide an overview of the Employee Benefits ecosystem, a breakdown of the client lifecycle (including key terms), and specific advice for building a successful insurance career. Industry experts lead monthly Q&A sessions.

 

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3-Month Program

7 Cohorts

Start January - July

$2500

 

Modernize and uplevel project management and communication skills for your Account Managers of any experience level. Asynchronous learning modules cover industry insights and best practices throughout the client lifecycle. They'll also benefit from checklists, sample work product, and time-saving Excel and Outlook tips. Employee Benefits client service veterans facilitate weekly peer sessions and provide 1:1 coaching to accelerate growth at any level.

 

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 6-Month Program

4 Cohorts

Start January - April

$4950

 

Equip Account Executives - at any phase in their career - with the industry knowledge and perspective to lead your clients. Asynchronous learning modules enhance client leadership skills and help executives find the capacity to say “yes” to additional challenges that optimize growth. GenuineShift founder Jenn Walsh facilitates twice monthly peer calls and provides 1:1 coaching. Select P&C Account Executives may be admitted upon request.

 

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Prefer a PDF?

Download an overview of 2023 programming to share with colleagues.

2023 Client Service Academy Programs

Highlighting What Our Clients Say About Investing In Client Service 

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Meet Jenn 

Jenn has 32 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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Our Proprietary Programs Are Based On A Client Service First Framework™

Producers can't sell (or scale) without a team to do the work.

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Programs Under Development 

Solving real-time business problems and supporting the continuum of client service roles energizes us. We’re excited to hear directly from current and former participants about what programming should be on our short and long-term road map. 

In response to recent feedback, we’re exploring programming to support:

  • Account Manager Academy Graduates
  • Client Service Managers + Supervisors
  • Client Service Colleagues who want to play a bigger role in New Business
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