Chris Owen
Partner, Jackson Square Financial
Last year, our firm’s new benefits support team came together as a mix of industry veterans, career changers, and some new to the workforce. Training such a diverse group in industry best practices and customer service presented a challenge. Depending on their work experience, every member of our team went through at least one of GenuineShift’s programs. The results have been immediate - they all now share the same language and mastery of benefits concepts our previous team took years to master. We will always send new benefits team members through and look forward to continuing to support our seasoned employees who have all expressed a desire to continue working with GenuineShift as their careers progress.
Jennifer Frazier
I saw so much growth in our two employees who attended the Account Manager Academy, and more team members will enroll in 2023. Jenn sent regular updates to all managers who had attendees in the course to keep us informed on what they were learning. The monthly manager meetings were incredibly valuable. Our agency has only seen improvements because of the program. It was definitely worth the investment.
Alan Kacura
Managing Principal, Intrepid CA
I highly recommend GenuineShift for their exceptional ability to foster a strong sense of community for our team. Their innovative approach not only promoted collaboration but also facilitated effective prioritization, ensuring that everyone felt engaged and valued. Additionally, their expertise in project management enhanced our team's workflows, leading to successful and timely outcomes.
Kayla Vallarta
Department Lead, EPIC Insurance Brokers & Consultants
The programs offered through GenuineShift are invaluable for anyone in the industry. Whether you are new to the industry, mid-career, or tenured, you will gain insight into an ever-evolving industry. Regardless if you're in service, a manager, or a practice leader, you will have an opportunity to learn from other participants, collaborate on strategy, and discuss topics around compliance, processes, and seek feedback on client-specific scenarios. The direct access to Jenn for individual coaching is bar-none, priceless. Her expertise and history as a top-tier benefits leader lends itself to whatever situation or topic you need her perspective on. If you are fortunate enough to enroll in a GenuineShift program, you can be certain you will bring valuable insight back to your department, increase your knowledge and understanding of the industry, and supercharge your career.
Jennifer Kinley
Insurance Executive, Propel Insurance, An Alera Group Company
I can attest that having our colleague attend AE Academy has been well worth it. I have seen her grow more this past year than ever. Her growth allowed her to support me in order to be able to bring on new business and continue to build our team. Your company truly makes a difference!
President of Employee Benefits, IMA Financial Group
Jenn Walsh is the kind of person every team should spend time with. Her passion for communication, clarity, and building lasting relationships is truly remarkable. She doesn’t just train—she connects, inspires, and challenges traditional ways of thinking with her strategic and intentional approach. Jenn has an exceptional ability to tailor her programs to what is truly relevant, reflecting a deep understanding of the ever-changing landscape of brokers and clients we serve. Every minute of her training is impactful and purposeful, ensuring that her learners are equipped with the skills and mindset to excel. Her programs have become essential to our Client Service Learning & Development paths, driving growth and success at every level.
President (Retired), Intrepid, A Patriot Partner Agency
There is no one else in our industry like Jenn or her GenuineShift programs! The Account Managers/Executives in my office who have been through her Academies have grown to a higher level of consulting in a short amount of time. They now have the tools and knowledge to better manage their workload, difficult issues, and stress. After every session, they share with the rest of the team what they have learned, and we all take notes and get excited about the new ideas. EVERY Account Manager in my office will be going through the GenuineShift Academy from here on out!
Steve Salinas
The Learning Academy is a very worthwhile investment in your teams. Service is a repeatable exercise, and Jennifer's team is masterful at creating good habits. I saw an immediate improvement in follow-up and accountability among those in the program. Some noticeable actions put a smile on my face.
Lisa Owen
CEO, CORE Benefit Solutions, An Alera Group Company
This was a game-changer for our Account Management team. Our team continues to incorporate the lessons learned in the monthly meetings. One team member said … "GenuineShift helps to improve my craft and career. It makes me feel good to be able to bounce ideas with people outside our firm and to realize it's not just me struggling with some of the issues. Looking forward to Phase 2 of the Academy.”
Christine Taylor
Former AVP, Benefit Sales Vensure
GenuineShift is an excellent experience for both the new and old Account Manager. For those new to the industry it sets you up for a timeline from start to finish and beyond. For the seasoned Account Manager, it will still teach you new ideas and concepts that you can relate to having experienced similar challenges that are addressed. The weekly meetings proved to be as beneficial as the content. I was hesitant that it wouldn't be relatable to my own position and it very much was. They nailed it!
David Sokol
President, Wilshire Benefits Group
We're passionate about professional development and growth for all team members. Five of our colleagues participated in Client Service Academy programs in 2022. It was wonderful to sit in a client's office and watch two team members take the lead with confidence.
Laurie Hoag-Winkler
Executive Vice President, National Practice Lead, Employee Benefits, IMA
Jenn has been a valued business partner to IMA for over a decade. We were on board from the start when she launched her first Client Service Academy. We knew she would design a curriculum that would stand out and drive our service teams to a higher level. We're glad we took that step! IMA went all in sending several of our Account Executives to the first cohort in 2019. The positive response was unanimous and we’ve since invested in sending account managers through her program with similar results. This has made our teams better, kept our employees engaged, and improved the way we service our clients. Her empathetic and enthusiastic approach to learning is what keeps us coming back. Not to mention her no-nonsense language when it comes to the reality of what we do. It’s hard, and it’s not always pretty, but it’s rewarding. Partner with GenuineShift. You won’t be disappointed.
Chris Owen
Partner, Jackson Square Financial
Last year, our firm’s new benefits support team came together as a mix of industry veterans, career changers, and some new to the workforce. Training such a diverse group in industry best practices and customer service presented a challenge. Depending on their work experience, every member of our team went through at least one of GenuineShift’s programs. The results have been immediate - they all now share the same language and mastery of benefits concepts our previous team took years to master. We will always send new benefits team members through and look forward to continuing to support our seasoned employees who have all expressed a desire to continue working with GenuineShift as their careers progress.
Jennifer Frazier
I saw so much growth in our two employees who attended the Account Manager Academy, and more team members will enroll in 2023. Jenn sent regular updates to all managers who had attendees in the course to keep us informed on what they were learning. The monthly manager meetings were incredibly valuable. Our agency has only seen improvements because of the program. It was definitely worth the investment.
Alan Kacura
Managing Principal, Intrepid CA
I highly recommend GenuineShift for their exceptional ability to foster a strong sense of community for our team. Their innovative approach not only promoted collaboration but also facilitated effective prioritization, ensuring that everyone felt engaged and valued. Additionally, their expertise in project management enhanced our team's workflows, leading to successful and timely outcomes.
Kayla Vallarta
Department Lead, EPIC Insurance Brokers & Consultants
The programs offered through GenuineShift are invaluable for anyone in the industry. Whether you are new to the industry, mid-career, or tenured, you will gain insight into an ever-evolving industry. Regardless if you're in service, a manager, or a practice leader, you will have an opportunity to learn from other participants, collaborate on strategy, and discuss topics around compliance, processes, and seek feedback on client-specific scenarios. The direct access to Jenn for individual coaching is bar-none, priceless. Her expertise and history as a top-tier benefits leader lends itself to whatever situation or topic you need her perspective on. If you are fortunate enough to enroll in a GenuineShift program, you can be certain you will bring valuable insight back to your department, increase your knowledge and understanding of the industry, and supercharge your career.
Jennifer Kinley
Insurance Executive, Propel Insurance, An Alera Group Company
I can attest that having our colleague attend AE Academy has been well worth it. I have seen her grow more this past year than ever. Her growth allowed her to support me in order to be able to bring on new business and continue to build our team. Your company truly makes a difference!
President of Employee Benefits, IMA Financial Group
Jenn Walsh is the kind of person every team should spend time with. Her passion for communication, clarity, and building lasting relationships is truly remarkable. She doesn’t just train—she connects, inspires, and challenges traditional ways of thinking with her strategic and intentional approach. Jenn has an exceptional ability to tailor her programs to what is truly relevant, reflecting a deep understanding of the ever-changing landscape of brokers and clients we serve. Every minute of her training is impactful and purposeful, ensuring that her learners are equipped with the skills and mindset to excel. Her programs have become essential to our Client Service Learning & Development paths, driving growth and success at every level.
President (Retired), Intrepid, A Patriot Partner Agency
There is no one else in our industry like Jenn or her GenuineShift programs! The Account Managers/Executives in my office who have been through her Academies have grown to a higher level of consulting in a short amount of time. They now have the tools and knowledge to better manage their workload, difficult issues, and stress. After every session, they share with the rest of the team what they have learned, and we all take notes and get excited about the new ideas. EVERY Account Manager in my office will be going through the GenuineShift Academy from here on out!
Steve Salinas
The Learning Academy is a very worthwhile investment in your teams. Service is a repeatable exercise, and Jennifer's team is masterful at creating good habits. I saw an immediate improvement in follow-up and accountability among those in the program. Some noticeable actions put a smile on my face.