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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.

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


  • Consistency - everyone accesses the same information
  • Leverage - managers' focus on firm and client-specific training

  • Encouragement - lessons reiterate to new(er) team members that no question is a dumb question

  • Signals - managers have early and objective assessment of how employees process information, follow direction and take initiative
  • Flexibility - program can be adapted to existing onboarding + training timelines

  • Enthusiasm - we're a hype squad for careers in Employee Benefits!


  • Insights: short, easily-digestible teaching videos 
  • Advice: story-driven coaching videos based on real-world examples and scenarios
  • EveryFirm USA: fun animations bring the industry and firm world to life
  • Glossary: 850+ acronyms, concepts and terms searchable by topic; authored and peer reviewed by seasoned employee benefits professionals 

  • Activities: conversation prompts, reflection questions & exercises help participants get to know the firm, their colleagues & the work - accelerating cohesion in a hybrid world

  • Sponsor Support: sample learner paths and timeline augment and/or integrate with the firm’s internal onboarding process


  • Let's Go: Welcome to the Insurance Business
  • Working at an Insurance Brokerage Firm
  • Clients hire you to be led.™
  • Language and Lingo
  • Employee Benefits Client Lifecycle: What happens at each stage
  • Let's Practice: Activity prompts and resource worksheets

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Frequently Asked Questions

Client Service Academy Participant Love

Jenn Walsh

Founder & Content Creator

Jenn has 33 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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2024 Client Service Academy Programs