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2024 CLIENT SERVICE ACADEMY PROGRAMMING


EMPLOYEE BENEFITS FIRMS, OF ANY SIZE, CAN'T GROW WITHOUT A TEAM TO DO THE WORK. 

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OUR PROVEN PROGRAMS CONSISTENTLY ONBOARD NEW EMPLOYEES, EFFICIENTLY LEVEL UP
JUNIOR COLLEAGUES, AND CREATIVELY RECHARGE INVALUABLE VETERANS.

 

NEW ON-DEMAND PROGRAMS ARE READY FOR YOU AT ANYTIME!

3-MONTH ACCESS

ON-DEMAND

ANYTIME AFTER JAN 1ST

$500

3-MONTH PROGRAM

4 COHORTS

START FEBRUARY - JUNE

$3000

On-Demand Express $1,500

 6-MONTH PROGRAM

1 COHORT

START FEBURARY

$5000


INTRODUCING THE CLIENT SERVICE ACADEMY

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INSPIRING TEAMS SINCE 2019




90 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. 


400+ PARTICIPANTS

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


5 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 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.

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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. 

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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.

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2024 PROGRAMS


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3-MONTH ACCESS

ON-DEMAND

START ANYTIME

$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 learning modules cover an overview of the Employee Benefits
ecosystem, the client lifecycle and specific examples of career success in a
brokerage firm. Embedded activities will indicate how employees process
information, follow direction and take initiative for managers' early and
objective assessment.

Learn More

3-MONTH PROGRAM

4 COHORTS

START FEBRUARY - JUNE

$3000 ($1500 EXPRESS)

 

Modernize and uplevel project management and communication skills for Account
Managers of any experience level.

Asynchronous learning modules cover insurance basics, industry insights and
implementation best practices contextualized within the client lifecycle.

Embedded activities, weekly live peer sessions and 1:1 coaching in a community
facilitated by employee benefits client service veterans accelerate growth at
any level.

 

Learn More

 6-MONTH PROGRAM

1 COHORT

STARTS FEBRUARY

$5000

 

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.

 

 

Learn More


HAVE A QUESTION? INTERESTED IN OPTIONS FOR CARRIERS?

Ask Us Anything Here


HIGHLIGHTING WHAT OUR CLIENTS SAY ABOUT INVESTING IN CLIENT SERVICE 




MEET JENN 

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 GenuineShift




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