Account Executive Academy
Offered once a year, the Account Executive Academy supercharges key talent to confidently lead their clients, teams and careers. Participants identify behavioral patterns and workshop strategies, alongside a nationwide network of peers, to move their business forward. Career development delivered with a dose of humor!
Grounded in practicality, the six-month program combines live community sessions with on-demand learning modules and unlimited 1:1 coaching from Jenn Walsh. Monthly themed topics following key milestones in the client lifecycle encourage self-reflection and invite practicing collaboration, delegation, negotiation and the critical skill of making a business case.
GenuineShift’s flagship program has supported 150+ Account Executives - from rising stars to seasoned veterans - since its launch in 2019.
Register Here 🎉Our Goal: Optimize firm growth by helping your key talent find the capacity to say “yes” to additional challenges.
Who is a Good Fit for the Account Executive Academy?
Note: may be Senior Account Manager, Client Executive, or Consultant in some firms.
Scroll down for FAQs.
Battlefield Betty
She's a high-performer who got promoted earlier than expected (or will soon) as a result of staffing changes, sudden growth, or both. She understands how her firm works but is not confident (yet) in the Account Executive role. Having access to peers and coaches will accelerate her progress after her battlefield promotion.
Transition Tina
A proven employee benefits professional, she wants to adapt her experience from HR or from an insurance carrier to the firm. The practice needs the experienced talent but supervisors are stretched for time and worried about getting her up and running and positioned for success. Especially in a hybrid work environment, access to peers will be invaluable in building her confidence.
Day-to-Day Dan
He knows the fundamentals but has difficulty thinking strategically. He's frustrated about receiving feedback that he's not innovative or creative. Producers know he is a solid team player but need him to operate at a higher level in order to rely on him more heavily. He'll leverage the Community to increase his confidence in client management.
Stretched-Too-Thin Shane
They understand employee benefits but have difficulty getting out from under the tactical work and working strategically with clients. They are always SO busy and don't have the capacity for any new work. They know they need to delegate more effectively and/or work more efficiently but miss opportunities because they're always so busy.
Loyal Lucy
A proven high-performer in client service, she's mastered the basics of how to serve the average client. She's ready to take on more complex + challenging clients and would benefit from learning from peers to increase confidence and creativity. She may also manage a team and will source ideas about how to improve processes for her practice.
Frequently Asked Questions
How do you define Account Executive?
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What's the Alumni Community?
I have some individual questions. Can we connect?
Account Executive Academy Participant Testimonials
Jenn Walsh
Lead Coach & Facilitator
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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Download an overview of 2024 programming to share with colleagues.
2024 Client Service Academy Program