Intro to the Employee Benefits Business
Jumpstart a career or supercharge your firm’s onboarding with an on-demand program to make new(er) hires team ready.
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.Register Now
Our Goal: Let us “teach the business” so your managers can prioritize "on-the-job training"
Who is a Good Fit for
Intro to the Employee Benefits Business?
Hired since 2020, she'd benefit from additional industry context to understand the impact of her role. She jumped in at "season six" and needs to catch up on the first five seasons (i.e. gain industry knowledge + fill gaps) to maintain career momentum.
First Job Frank
A recent high school or college graduate without industry ties, he wants to learn more about the business than could be gained in the interview process. In addition to receiving entry-level professional communication guidance, he’ll be exposed to the endless career opportunities. It’s more than “just” a job.
New Hire Noah
He’s entering the industry mid-career and wants to map similarities and differences from prior experience to his new role. While his functional job skills are transferable, his success is linked to understanding how insurance brokerage firms operate and the nuances of the employee benefits client lifecycle.
She’s a proven sales professional from another industry who needs to understand how insurance brokers work and how to create contrast from her competitors. Understanding the fundamentals of the employee benefits lifecycle will jumpstart her success with less training burden on her new colleagues.
Insurance Carrier Ivan
He’s experienced in the industry at large and has collaborated with brokers but would benefit from the 360-degree overview of how brokers really work. He’ll also round out his benefits knowledge by receiving an overview of the entire employee benefits lifecycle.
She’s heard that she should consider roles in the insurance industry but wants to learn more about what she’d be getting into. She’ll get a good overview of the brokerage business and the employee benefits business. If she decides to move forward, she’ll be interview-ready.
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Founder & Content Creator
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.Schedule time to talk program fit
Prefer a PDF?
Download an overview of 2023 programming to share with colleagues.2023 Client Service Academy Programs