I was so excited to take this course when I was chosen. I enjoyed the interactions and even the activities I didn't want to do...coaches provided valuable feedback to our comments and took the time to read them. I can't brag enough to my team and managers about the things I learned and will stay with me. This is a course that should have a version that can be offered to all for newbies and senior employees as it gives a restart and different look on how to Lead Your Client.

I am so glad that my manager saw value in sending me to this training. It wasn’t so much the insurance knowledge that I learned, it was knowing how to be a successful account manager. I truly had an “A-HA“ moment every week! I looked forward to each session, so much so that I attended even when on vacation. I truly can apply what I learned to where I am today and where I hope to be I the future. I also loved interacting with individuals from other agencies; of all different skill sets and tenures in the business. I am excited to utilize these skills and practices and I cannot thank Jenn Walsh, Tracey Heeter Allen and Jan Currie enough for their leadership and wisdom! Take this opportunity-you will be glad you did!

The GenuineShift Account Management course is amazing for anyone in the insurance world taking on an account management role. The tips and tricks I learned throughout the course is something I have found valuable in my everyday life. The course and materials are brief, but makes an impact. The class and homework fit perfectly with my schedule and didn't seem to take too much time, even when I had busy weeks. I also utilized the Ask a Coach feature, which helped me with one-on-one advice. I would highly recommend this program.

I was worried this would feel like another dry CME course, but it turned out to be the opposite. I looked forward to our weekly meetings, with engaging videos, practical tools, and immediate takeaways. As a lifelong procrastinator, I started implementing changes on day one, even rearranging my workspace and taking real breaks. This Academy has truly changed the way I work. I’m more organized, confident with clients, and was able to fully unplug for a long weekend without stress. When my company transitioned from Allpointe to Benbase, the skills I gained here kept me afloat. I’m going to miss this program. Thank you for making such a lasting impact on my career!

The GenuineShift coaching team was helpful when I asked a question about a difficult case I was working on. My role was unclear and the coaches had useful actionable advice on how to better navigate this team and clarify what I need to do. The team structure and role definition is still a work in progress but has improved since then and we are on track for a higher performance level as we get to know the client better. Thank you for your help!

As a first-time AM, the Account Manager Academy gave me a strong foundation and a sense of direction. For me, the weekly meetings to unpack the module and have an open discussion with coaches and peers were most helpful. There are so many nuances in the industry, and hearing from others can be extremely eye-opening. I’ve grown more confident in my ability to ask the right questions, support clients effectively, and think strategically.

Attending the Academy reaffirmed that my primary role is to lead our clients—and leading is what I do best. I thoroughly enjoyed every activity, Zoom session, and peer interaction within MMA, which helped me reinforce my work ethic while gaining new strategies from others. I’m honored to have been chosen by my manager and proud to have participated. The coaches are fair, accessible, encouraging, and truly the best cheerleaders. I highly recommend this academy to all Account Managers looking to sharpen their ability to lead clients effectively.

They took me out of my comfort zone with some of the activities, but it was worth it! I feel like I gained a lot of different skill sets from this program that I use every day now.

It was a bit intimidating walking into this program. But after getting a feel for the group you are about to become a part of, it becomes a close team of peers all working on the same goal - to excel in your role and support your internal team and ultimately the client. You are provided tools to help become more organized and strategic. Don't hesitate to communicate with the GenuineShift team or your other team members throughout the course and beyond. There is so much knowledge to gain from another perspective and find solutions to your questions. The biggest take away for me is communication is key. Be clear and concise with your fact finding and responses to your client. They are looking for someone to lead them through and be a partner in this benefits relationship!

The GenuineShift Account Manager Academy course was truly worth the time, effort, and financial investment! Over 12 weeks, we mastered how to effectively manage our workload and achieve success. A key part of the process involves understanding what both the client and the producer/sales executive consider to be successful engagement. By meeting with the client and clarifying their expectations within the first 90 days of managing the group, you can significantly boost your retention rates. I would highly recommend this training course and encourage future participants to attend the virtual training classes so they can receive real-time feedback from their colleagues and learn best-practices within the organization.

This program helped me grow as an account manager by listening to colleagues experiences and applying the discussion topics to real-life scenarios. I am able to better serve my clients and stay connected with the colleagues that were a part of this program through our group chat through Teams.

The Account Manager Academy was an amazing experience. Not only did we have the chance to be exposed to a variety of best practices, tips, tricks, and experiences, but we also had the opportunity to collaborate and connect with our peers. It was incredible to learn from all levels of employees & get to dive into the nitty-gritty that is Q4 in the insurance industry. The training provided on client, colleague, and carrier interactions is something that I know we all took to heart and grew from. Thank you to the AM Academy for your amazing program, support, and knowledge. I truly enjoyed every minute & would always recommend it to anyone wanting to grow their skills and career.

I highly valued the work in the Account Manager Academy in 2024. It is very helpful to take some time and learn new techniques from various talented teachers and participants at all experience levels. The class offers a broad scope of relevant topics throughout the calendar year. I will continue to find those valuable in years to come. If anyone has heard of or is considering participating, I would encourage those to consider it a resource to contribute to and draw upon. Thank you to the team for all their devotion!

“Being new to the industry, it was invaluable to get such a complete and in-depth overview of the entire client lifecycle. The tips that Jan, Jenn and my peers shared throughout the program were extremely helpful.”

Learning to clearly communicate these three words - I can if - has helped me navigate my responsibilities more effectively and reduce stress. Learning to more confidently navigate these types of normal everyday negotiations and see that they are actually in service to my colleagues, brokers & clients was truly an aha moment. I’m so grateful for the support system I have at BAIS in providing me with this opportunity. Working with Jenn & Jan, and my peers each week helped me to stop second-guessing myself and get my voice back.

One thing I won’t forget is having the valuable opportunity to use Ask a Coach as a resource outside of the course, which really helped deepen my understanding. My advice for future participants would be to fully engage—put yourself out there and participate as much as possible to get the most out of the experience. Also, use the focused work sessions wisely to complete assignments and stay on track. That way, you can avoid falling behind and feel more prepared

I liked the real-life examples and practical advice to make the situation better. I used the “Ask A Coach” feature via phone or video messaging a few times. It was easy to explain the problem, and getting a response from several coaches helped get other points of view. Use the techniques offered - Avoid the swirl. These are things that you can do and put into practice on the same day, and it makes a difference in your work and mindset. I’d encourage ALL leadership to allow staff to go through this program. I’ve been an account manager for over 15 years and learned a lot during this program. Plus, the availability of my coaches and the live open group forum were most helpful if I had an issue. Not to mention, I was able to share what worked for me in the past to help others in my cohort.

Even though I have been in my role for 21 years, I learned new ideas through this program that I can apply in my role. I really liked the mindfulness tips and the reminder to lead your clients! I am glad that my Agency made the investment in this program.

The Account Manager Academy sets the standard for training and developing future leaders in the employee benefits industry. The dedicated knowledgeable coaches are committed to your success, these coaches create a supportive community that ensures you never feel alone on your journey. I encourage every participant to fully engage in the activities, participating here will strengthen your skills as an Account Manager and prepare you for your next career move.

I absolutely loved this program! I gained so much knowledge while meeting peers with whom I could truly connect. I had so much fun learning about Account Manager best practices and tips and tricks that make my life easier! This course is, without a doubt, 100% worth it! I cannot thank the ladies at GenuineShift enough! If you take the time to really immerse yourself in this program, you will gain not only knowledge but a sense of purpose, value, and importance! Thank you so much!

I am grateful for the opportunity to have participated in this program. If served as a GREAT refresh for me while also adding new elements that I did not consider (i.e. the carrier's perspective and the producer's perspective). I think this should be taken by anyone who is starting out in the Account Management role AND even producers starting out in the industry!

The insurance world is a tough industry to navigate. Learning on the go can be challenging. From day one, I thought the program was excellent. It's a little of everything from the newest account managers to those on the senior side. The program discusses a variety of topics from stress management to client communications (my highest priority), and even gives you the opportunity to see what other account managers are doing throughout the industry at different firms.

The program also helps put real-life situations to practical use by having weekly assignments that are direct and to the point and then can be dissected and briefed the following class. I recommend this program for account managers looking to sharpen their toolbox and achieve greater responsibility.

I highly recommend the GenuineShift Account Manager Academy. This program offered a fresh approach to how we operate in the Employee Benefits world and how to become more efficient and productive in our roles as Account Managers. I genuinely looked forward to our weekly discussions and learning about processes that my peers across the country found successful when working and communicating with their clients.

GenuineShift is excellent for both the new and experienced Account Manager. For those new to the industry, it sets you up for a timeline from start to finish. For the seasoned Account Manager, it will still teach you new ideas and concepts that you can relate to having experienced similar challenges. 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!

This experience has greatly boosted my confidence. I feel more self-assured heading into the next Q4. I am extremely grateful and would recommend this training to anyone. I have thoroughly enjoyed this program; it is the best training experience I have had at MMA. The skills and knowledge I have gained are invaluable, and I feel better equipped to tackle future challenges. The trainers were exceptional, and the content was both engaging and practical. I look forward to applying what I've learned and continuing to grow professionally.

GenuineShift was a great opportunity for me to gain perspective on what other firms are doing, what is working well for them, what is not, and the challenges being faced on a day-to-day basis with clients, vendors, and carriers. It was a great confidence boost to be recommended for this course by my superiors and to know that they see me as a "high performer" and value growing my skillset and knowledge. The insight I gained through this program has allowed me to see my company and what we have to offer our clients from a new perspective. The program did a great job at reiterating the importance of communication and that the reason clients hire you, are to be led!

GenuineShift was a fantastic program! It offered a different perspective on how to properly manage the stresses and workload within the benefits industry. The Account Manager class did a great job of emphasizing not letting things out of your control worry you. Clients hire you to be led! They didn't hire you to stress the uncontrollable.

GenuineShift was a fantastic program! It offered a different perspective on how to properly manage the stresses and workload within the benefits industry. The Account Manager class did a great job of emphasizing not letting things out of your control worry you. Clients hire you to be led! 

I highly recommend the GenuineShift Account Manager Academy. This program offered a fresh approach to how we operate in the Employee Benefits world and how to become more efficient and productive in our roles as Account Managers. I genuinely looked forward to our weekly discussions and learning about processes that my peers across the country found successful when working and communicating with their clients.

Hearing from peers from different places, different walks of life, and different levels of experience was incredibly valuable. It helped me realize that I am not alone in my struggles and gave me valuable insight into how to deal with challenging situations. Don’t change the requirement to attend weekly live sessions. They are vital to getting the most out of the program. I would have busy weeks where I would dread taking the time for the calls, but I NEVER regretted them. I always left feeling better than before the call.

Jenn always pushes you to think outside of the box and move away from the "it's always been done this way mindset." It's a game-changer if you want to focus on advancing in your role.

I am grateful for the opportunity to have participated in this program. If served as a GREAT refresh for me while also adding new elements that I did not consider (i.e. the carrier's perspective and the producer's perspective). I think this should be taken by anyone who is starting out in the Account Management role AND even producers starting out in the industry!

I had an ah-ha moment when I realized the work I have done for many years is SO vital to my clients and firm. This took my role out of the “day-to-day contact” box and put it in the more meaningful box of “client advocate." Because of Account Manager Academy, I feel I am serving my clients more efficiently while smiling. 😊

I had an ah-ha moment when I realized the work I have done for many years is SO vital to my clients and firm. This took my role out of the “day-to-day contact” box and put it in the more meaningful box of “client advocate." Because of Account Manager Academy, I feel I am serving my clients more efficiently while smiling. 😊

I appreciated learning from experienced pros and my peers who experience similar stresses and challenges. The live sessions allowed us to learn from each other and offer suggestions for real-time issues/problems we were facing. The coaching helped me get more organized with my approach to managing my workflows and my calendar. I learned the importance of focus time, both for big and smaller tasks. I appreciated seeing that I am not alone in the challenges we face such as having too much to do in one possible day, but that we have tools at our disposal to help get things done. The fact that my company values my work and is investing in my growth as an account manager means a lot to me. I am looking forward to a much less stressful "busy season" with more tools and processes, and a better understanding of the flows of the renewal and sales cycles.

My biggest takeaway from The Account Manager Academy is the importance of clear communication to build and grow relationships in this industry.

I was so excited to take this course when I was chosen. I enjoyed the interactions and even the activities I didn't want to do...coaches provided valuable feedback to our comments and took the time to read them. I can't brag enough to my team and managers about the things I learned and will stay with me. This is a course that should have a version that can be offered to all for newbies and senior employees as it gives a restart and different look on how to Lead Your Client.

I am so glad that my manager saw value in sending me to this training. It wasn’t so much the insurance knowledge that I learned, it was knowing how to be a successful account manager. I truly had an “A-HA“ moment every week! I looked forward to each session, so much so that I attended even when on vacation. I truly can apply what I learned to where I am today and where I hope to be I the future. I also loved interacting with individuals from other agencies; of all different skill sets and tenures in the business. I am excited to utilize these skills and practices and I cannot thank Jenn Walsh, Tracey Heeter Allen and Jan Currie enough for their leadership and wisdom! Take this opportunity-you will be glad you did!

The GenuineShift Account Management course is amazing for anyone in the insurance world taking on an account management role. The tips and tricks I learned throughout the course is something I have found valuable in my everyday life. The course and materials are brief, but makes an impact. The class and homework fit perfectly with my schedule and didn't seem to take too much time, even when I had busy weeks. I also utilized the Ask a Coach feature, which helped me with one-on-one advice. I would highly recommend this program.

I was worried this would feel like another dry CME course, but it turned out to be the opposite. I looked forward to our weekly meetings, with engaging videos, practical tools, and immediate takeaways. As a lifelong procrastinator, I started implementing changes on day one, even rearranging my workspace and taking real breaks. This Academy has truly changed the way I work. I’m more organized, confident with clients, and was able to fully unplug for a long weekend without stress. When my company transitioned from Allpointe to Benbase, the skills I gained here kept me afloat. I’m going to miss this program. Thank you for making such a lasting impact on my career!

The GenuineShift coaching team was helpful when I asked a question about a difficult case I was working on. My role was unclear and the coaches had useful actionable advice on how to better navigate this team and clarify what I need to do. The team structure and role definition is still a work in progress but has improved since then and we are on track for a higher performance level as we get to know the client better. Thank you for your help!

As a first-time AM, the Account Manager Academy gave me a strong foundation and a sense of direction. For me, the weekly meetings to unpack the module and have an open discussion with coaches and peers were most helpful. There are so many nuances in the industry, and hearing from others can be extremely eye-opening. I’ve grown more confident in my ability to ask the right questions, support clients effectively, and think strategically.

Attending the Academy reaffirmed that my primary role is to lead our clients—and leading is what I do best. I thoroughly enjoyed every activity, Zoom session, and peer interaction within MMA, which helped me reinforce my work ethic while gaining new strategies from others. I’m honored to have been chosen by my manager and proud to have participated. The coaches are fair, accessible, encouraging, and truly the best cheerleaders. I highly recommend this academy to all Account Managers looking to sharpen their ability to lead clients effectively.

They took me out of my comfort zone with some of the activities, but it was worth it! I feel like I gained a lot of different skill sets from this program that I use every day now.

It was a bit intimidating walking into this program. But after getting a feel for the group you are about to become a part of, it becomes a close team of peers all working on the same goal - to excel in your role and support your internal team and ultimately the client. You are provided tools to help become more organized and strategic. Don't hesitate to communicate with the GenuineShift team or your other team members throughout the course and beyond. There is so much knowledge to gain from another perspective and find solutions to your questions. The biggest take away for me is communication is key. Be clear and concise with your fact finding and responses to your client. They are looking for someone to lead them through and be a partner in this benefits relationship!

The GenuineShift Account Manager Academy course was truly worth the time, effort, and financial investment! Over 12 weeks, we mastered how to effectively manage our workload and achieve success. A key part of the process involves understanding what both the client and the producer/sales executive consider to be successful engagement. By meeting with the client and clarifying their expectations within the first 90 days of managing the group, you can significantly boost your retention rates. I would highly recommend this training course and encourage future participants to attend the virtual training classes so they can receive real-time feedback from their colleagues and learn best-practices within the organization.

This program helped me grow as an account manager by listening to colleagues experiences and applying the discussion topics to real-life scenarios. I am able to better serve my clients and stay connected with the colleagues that were a part of this program through our group chat through Teams.

The Account Manager Academy was an amazing experience. Not only did we have the chance to be exposed to a variety of best practices, tips, tricks, and experiences, but we also had the opportunity to collaborate and connect with our peers. It was incredible to learn from all levels of employees & get to dive into the nitty-gritty that is Q4 in the insurance industry. The training provided on client, colleague, and carrier interactions is something that I know we all took to heart and grew from. Thank you to the AM Academy for your amazing program, support, and knowledge. I truly enjoyed every minute & would always recommend it to anyone wanting to grow their skills and career.

I highly valued the work in the Account Manager Academy in 2024. It is very helpful to take some time and learn new techniques from various talented teachers and participants at all experience levels. The class offers a broad scope of relevant topics throughout the calendar year. I will continue to find those valuable in years to come. If anyone has heard of or is considering participating, I would encourage those to consider it a resource to contribute to and draw upon. Thank you to the team for all their devotion!

“Being new to the industry, it was invaluable to get such a complete and in-depth overview of the entire client lifecycle. The tips that Jan, Jenn and my peers shared throughout the program were extremely helpful.”

Learning to clearly communicate these three words - I can if - has helped me navigate my responsibilities more effectively and reduce stress. Learning to more confidently navigate these types of normal everyday negotiations and see that they are actually in service to my colleagues, brokers & clients was truly an aha moment. I’m so grateful for the support system I have at BAIS in providing me with this opportunity. Working with Jenn & Jan, and my peers each week helped me to stop second-guessing myself and get my voice back.

One thing I won’t forget is having the valuable opportunity to use Ask a Coach as a resource outside of the course, which really helped deepen my understanding. My advice for future participants would be to fully engage—put yourself out there and participate as much as possible to get the most out of the experience. Also, use the focused work sessions wisely to complete assignments and stay on track. That way, you can avoid falling behind and feel more prepared

I liked the real-life examples and practical advice to make the situation better. I used the “Ask A Coach” feature via phone or video messaging a few times. It was easy to explain the problem, and getting a response from several coaches helped get other points of view. Use the techniques offered - Avoid the swirl. These are things that you can do and put into practice on the same day, and it makes a difference in your work and mindset. I’d encourage ALL leadership to allow staff to go through this program. I’ve been an account manager for over 15 years and learned a lot during this program. Plus, the availability of my coaches and the live open group forum were most helpful if I had an issue. Not to mention, I was able to share what worked for me in the past to help others in my cohort.

Even though I have been in my role for 21 years, I learned new ideas through this program that I can apply in my role. I really liked the mindfulness tips and the reminder to lead your clients! I am glad that my Agency made the investment in this program.

The Account Manager Academy sets the standard for training and developing future leaders in the employee benefits industry. The dedicated knowledgeable coaches are committed to your success, these coaches create a supportive community that ensures you never feel alone on your journey. I encourage every participant to fully engage in the activities, participating here will strengthen your skills as an Account Manager and prepare you for your next career move.

I absolutely loved this program! I gained so much knowledge while meeting peers with whom I could truly connect. I had so much fun learning about Account Manager best practices and tips and tricks that make my life easier! This course is, without a doubt, 100% worth it! I cannot thank the ladies at GenuineShift enough! If you take the time to really immerse yourself in this program, you will gain not only knowledge but a sense of purpose, value, and importance! Thank you so much!

I am grateful for the opportunity to have participated in this program. If served as a GREAT refresh for me while also adding new elements that I did not consider (i.e. the carrier's perspective and the producer's perspective). I think this should be taken by anyone who is starting out in the Account Management role AND even producers starting out in the industry!

The insurance world is a tough industry to navigate. Learning on the go can be challenging. From day one, I thought the program was excellent. It's a little of everything from the newest account managers to those on the senior side. The program discusses a variety of topics from stress management to client communications (my highest priority), and even gives you the opportunity to see what other account managers are doing throughout the industry at different firms.

The program also helps put real-life situations to practical use by having weekly assignments that are direct and to the point and then can be dissected and briefed the following class. I recommend this program for account managers looking to sharpen their toolbox and achieve greater responsibility.

I highly recommend the GenuineShift Account Manager Academy. This program offered a fresh approach to how we operate in the Employee Benefits world and how to become more efficient and productive in our roles as Account Managers. I genuinely looked forward to our weekly discussions and learning about processes that my peers across the country found successful when working and communicating with their clients.

GenuineShift is excellent for both the new and experienced Account Manager. For those new to the industry, it sets you up for a timeline from start to finish. For the seasoned Account Manager, it will still teach you new ideas and concepts that you can relate to having experienced similar challenges. 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!

This experience has greatly boosted my confidence. I feel more self-assured heading into the next Q4. I am extremely grateful and would recommend this training to anyone. I have thoroughly enjoyed this program; it is the best training experience I have had at MMA. The skills and knowledge I have gained are invaluable, and I feel better equipped to tackle future challenges. The trainers were exceptional, and the content was both engaging and practical. I look forward to applying what I've learned and continuing to grow professionally.

GenuineShift was a great opportunity for me to gain perspective on what other firms are doing, what is working well for them, what is not, and the challenges being faced on a day-to-day basis with clients, vendors, and carriers. It was a great confidence boost to be recommended for this course by my superiors and to know that they see me as a "high performer" and value growing my skillset and knowledge. The insight I gained through this program has allowed me to see my company and what we have to offer our clients from a new perspective. The program did a great job at reiterating the importance of communication and that the reason clients hire you, are to be led!

GenuineShift was a fantastic program! It offered a different perspective on how to properly manage the stresses and workload within the benefits industry. The Account Manager class did a great job of emphasizing not letting things out of your control worry you. Clients hire you to be led! They didn't hire you to stress the uncontrollable.

GenuineShift was a fantastic program! It offered a different perspective on how to properly manage the stresses and workload within the benefits industry. The Account Manager class did a great job of emphasizing not letting things out of your control worry you. Clients hire you to be led! 

I highly recommend the GenuineShift Account Manager Academy. This program offered a fresh approach to how we operate in the Employee Benefits world and how to become more efficient and productive in our roles as Account Managers. I genuinely looked forward to our weekly discussions and learning about processes that my peers across the country found successful when working and communicating with their clients.

Hearing from peers from different places, different walks of life, and different levels of experience was incredibly valuable. It helped me realize that I am not alone in my struggles and gave me valuable insight into how to deal with challenging situations. Don’t change the requirement to attend weekly live sessions. They are vital to getting the most out of the program. I would have busy weeks where I would dread taking the time for the calls, but I NEVER regretted them. I always left feeling better than before the call.

Jenn always pushes you to think outside of the box and move away from the "it's always been done this way mindset." It's a game-changer if you want to focus on advancing in your role.

I am grateful for the opportunity to have participated in this program. If served as a GREAT refresh for me while also adding new elements that I did not consider (i.e. the carrier's perspective and the producer's perspective). I think this should be taken by anyone who is starting out in the Account Management role AND even producers starting out in the industry!

I had an ah-ha moment when I realized the work I have done for many years is SO vital to my clients and firm. This took my role out of the “day-to-day contact” box and put it in the more meaningful box of “client advocate." Because of Account Manager Academy, I feel I am serving my clients more efficiently while smiling. 😊

I had an ah-ha moment when I realized the work I have done for many years is SO vital to my clients and firm. This took my role out of the “day-to-day contact” box and put it in the more meaningful box of “client advocate." Because of Account Manager Academy, I feel I am serving my clients more efficiently while smiling. 😊

I appreciated learning from experienced pros and my peers who experience similar stresses and challenges. The live sessions allowed us to learn from each other and offer suggestions for real-time issues/problems we were facing. The coaching helped me get more organized with my approach to managing my workflows and my calendar. I learned the importance of focus time, both for big and smaller tasks. I appreciated seeing that I am not alone in the challenges we face such as having too much to do in one possible day, but that we have tools at our disposal to help get things done. The fact that my company values my work and is investing in my growth as an account manager means a lot to me. I am looking forward to a much less stressful "busy season" with more tools and processes, and a better understanding of the flows of the renewal and sales cycles.

My biggest takeaway from The Account Manager Academy is the importance of clear communication to build and grow relationships in this industry.