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 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!

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!

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!