GenuineShift

GenuineShift delivers unbiased business consulting and proprietary programs that fuel growth, optimize profitability, and minimize friction for insurance brokerage firms of all sizes. The firm's Client Service First Framework™ is the foundation of every engagement.

I partner with executives on strategy or facilitate candid conversations with their teams. Contact me to speak at your next summit, conduct a workshop, or attend a regular meeting to provide an unbiased perspective.

Let's work together to optimize growth and minimize stress for you and your organization. Benefit from an expert who understands the business and has done the work.

Founder & CEO

Our industry-leading programs equip Client Service teams with modern skills and time-tested practices to increase overall capacity for growth while doing great work.
 
If you’re interested in recruiting and retaining high-performing Client Service teams, let’s connect. 

Registration for 2025 programming is open.

Creator and Ringleader of the Client Service Academy

The Council of Insurance Agents & Brokers

Our industry's talent crisis is too big for any one company to solve. Creative collaborations provide firms with training programs that suit their needs. I'm delighted to partner with my friends at The Council as an advisor and faculty member in this important initiative through 2025.

The Employee Benefits Insurance Professional School is a comprehensive, seven-month curriculum designed to provide new employees with the knowledge and skills they need to excel within a firm. In partnership with IFEBP and the Wisconsin School of Business Center for Professional & Executive Development, this program reinforces understanding and application of the material using real-world scenarios. Upon successful completion of the learning experience, participants will receive the Accredited Professional in Risk & Insurance (APRI) designation.

Employee Benefits Insurance Professional School - Advisor & Faculty

Woodruff Sawyer

Having transitioned the San Francisco Practice and operational oversight of platform resources to others, I focused on company-wide growth initiatives and was one of the firm's top business development professionals. I coached new and experienced colleagues nationwide on their business development strategies.

I was a member of the Executive Team, Benefits Leadership Team and ESOP Board of Trustees. I represented the firm externally on the Cigna and Guardian National Broker Advisory Councils and with the Council of Insurance Agents and Brokers as Vice Chair and Chair of the CEBE Advisory Committee.

SVP & Partner, National Benefits Business Development Leader

In addition to managing the San Francisco Practice through August '15, I recruited a SF Practice Leader to allow me to focus on broader Benefits initiatives. I advised our Board of Directors on the long-term strategic plan for the Benefits Practice. I worked directly with my personal clients and was one of the firm's top individual business development professionals

SVP & Partner, National Employee Benefits Business Leader

In conjunction with leading the largest Benefits Practice in the firm (>50% of revenue), I oversaw Benefits Operations nationally and developed platform resources and businesses including Compliance, International, Executive Benefits and Retirement Plan Services. I worked directly with my personal clients and was one of the firm's top individual business development professionals.

SVP & Partner, San Francisco Benefits Practice Leader

I began my brokerage career after serving Woodruff Sawyer and mutual clients as an insurance carrier partner for the prior 12 years. Within 2 years I built a client base in excess of a million dollars. I became a Shareholder in January 2007 and San Francisco Practice Leader shortly thereafter.

SVP & Partner, Producer

ProBusiness (acquired by ADP)

I had several roles including sales and national account management. During my entire tenure, I was supporting Woodruff-Sawyer and their clients.

National Account Manager

Insurance Carriers

Pacific Mutual – PM Group – Area Sales Manager 1995-1997

Employers Health Insurance (Acquired by Humana) – Area Sales Manager 1992-1995
After Lincoln National sold their group division, I transferred to their small group subsidiary - Employers Health Insurance. This got me back to California after having spent 2 years in Memphis, TN.

Lincoln National – Employee Benefits Sales Representative 1990-1992
I spent the first few years in the industry in Memphis, TN. I refer to this period as my "years abroad" since it was a big culture shock to graduate from UCLA and be living in TN within 3 months. I arrived a vegetarian and left addicted to pulled pork BBQ.

Group Benefits Insurance Carrier Sales Representative 

Client Service Academy | Helping Brokers Grow With High-Performing Client Service Teams

I’ve spent 35+ years in the insurance industry—starting as a carrier sales rep, growing into a producer and sales leader, and now serving as an executive advisor and program builder.

At GenuineShift, we design high-impact training experiences that help client service professionals thrive, leaders make better decisions, and teams shift from reactive responders to proactive advisors.

Everything we do is anchored in the Clients hire you to be led.™ framework.

Development should drive behavior, not just check a box. That’s why we partner with managers to ensure learning translates into lasting change. There’s a difference between attendance and engagement. Attendance is showing up. Engagement is how you show up—and that’s where the shift happens.

We refine every program to scale impact with minimal time and budget burden. Teams are stretched. Leaders are under pressure. We design with that reality in mind—without watering down the outcomes.

We don’t offer pre-licensing prep, contract-level, or compliance-heavy technical training. There are plenty of vendors for that. We focus exclusively on real-world behavior change—in the insurance business, across all roles, at every level.

Our lineup includes programs to onboard rookies, level up junior talent, and reset veterans, without derailing your team or your budget. You’ll find details and client testimonials at genuineshift.com.

Trends I’m thinking about:

Businesses can’t grow without a team to do the work. The old playbook—hiring from a competitor—is broken. There aren’t enough people, and it’s too expensive. Building internal talent is your only choice.

Yesterday's career ladder is now a launchpad. We’re seeing battlefield promotions and fast-moving teams led by people with limited context or experience. That's risky.

There’s urgency to modernize, but core operations still lag—AMS/CRM usage, coordination with GAs, or BPOs like Patra or ReSource Pro. It’s time to move from optional to operational.

The focus is shifting—from workload to workflow.

For carriers, point solutions, and industry partners: Ask me about Baffled by Brokers—our long-running workshop series built to help you win more agency buy-in and strengthen partnerships.

I grew up in the insurance business. While I don’t take myself too seriously, I take learning seriously. We build every program with expert input—think Bloom’s Taxonomy meets Julie Dirksen.

I'm a contributor to Leader’s Edge and an instructor for CIAB’s Insurance Professional School.

If you’re solving for people, performance, or process, send me a connection request.

Jenn Walsh

Brokerpartnerz.com

Our newest project is Brokerpartnerz.com. We are a Lead Generation, Sales Placement and Content Creation & Management agency based out in Dallas, TX. 

We provide services to all B2B or B2P businesses (Coaches, Consultants, and Agencies), primarily focusing on the Real Estate, Business Brokers (M&A) and Mortgage Industries.

Visit our website at: http://brokerpartnerz.com. 

Book a call with me or my team to see how we can help: https://link.brokerpartnerz.com/widget/booking/YDgoLNjS7RKTM07Rt5cC

Business Owner

SparkGrowth

Chief Executive Officer

Nufar Properties

Bough Single Family & Commercial Real Estate from different auctions and depending on the "Highest & Best" use of the property, either kept them as Long term rentals, Short term rentals (Airbnb) or fixed them up and sold them back on the retail market. Transacted on over 15 properties and counting!

Real Estate Investor

Assure Movers and transporation

Founded Assure Movers/Transportation & Referral company. We provided back end solutions like Lead Generation, Call Centre Services, Appointment Setting, Scheduling and Dispatching services to local and national moving and transportation companies. 

We started the business from scratch and grew the business revenue to 1 million dollars plus per year and successfully exited the business within 3 years. Created tremendous value and exponential returns.

Top Shelf Delivery

Bough a local Warehousing and Furniture Delivery company in San Diego, California. We grew the company revenue by 100% within a year by focusing on lead generation, hiring great team members, and cutting expenses. Sold the company back in little over a year for an amazing return for us and our investors.

Bridgepoint Education

• Conducted internal audit for the company according to the yearly audit plan and reported results to the management;
• Worked closely with the external auditors and helped them with their regulatory external audits;
• Performed follow‐up audits if needed;
• Prepared/completed working papers to document audit results;
• Kept internal audit management informed of audit progress, schedule changes, regulatory issues requiring immediate and/or detailed attention, and other issues that arise.

Internal Auditor

Corinthian Colleges

• Conducted internal compliance and SOX audits for different Canadian and US schools; and reported results to management; interacted with all levels of corporate and school management;
• Performed follow‐up audits within a specified budgeted time period;
• Prepared/completed working papers to document audit results;
• Communicated observations/results of audits to school and corporate management in verbal and written formats in a timely manner;
• Kept internal audit management informed of audit progress, schedule changes, regulatory issues requiring immediate and/or detailed attention, and other issues that arise;
• Kept abreast of regulatory requirements following company policies and procedures;
• Performed other duties as assigned, including Sarbanes-Oxley testing and special projects.

Internal Compliance Auditor

The TJX Companies, Inc.

• Participated in the creation and maintenance of an enticing shopping environment for the customers;
• Participated in the training and supervision of staff on relevant store operations including POS procedures, merchandising, inventory handling, loss prevention and safe work practices;
• Participated in the creation of employee schedules and shift zone coverage. Monitored floor coverage throughout the shift;
• Built an A-caliber team by recruiting new staff and leading an ongoing mentoring/training program;
• Learned to drive profitable sales by focusing on customer service, going above and beyond the company standards.

Management Trainee

Jiffy and Associates (CPA Firm)

• Assisted the accounting manager with the day-to-day, monthly and year-end operations of the accounting/finance department including financial analysis and budget review;
• Performed the processing and recording of accounts payable transactions and ensured that all invoices and staff reimbursements were paid accurately and in accordance with finance policies and procedures;
• Assisted in the preparation of financial reports such as financial statements, budget performance, and interim financial reporting;
• Performed the processing of functional and benefits expense allocations, monthly accruals, amortization of prepaid expenses, fixed assets depreciation and recording of adjusting and reclassification journal entries, if necessary;
• Demonstrated the ability to learn in a fast paced environment, by quickly mastering new systems, processes and workflows;
• Handled the processing, distribution, accuracy verification and maintenance of invoices for different vendors and suppliers;

Staff Accountant

Ernst & Young

• Prepared reports on audit results and creatively generated and developed practical recommendations to management for review and implementation;
• Got familiar with auditing working papers. Researched data on different industries including various private, public and non for profit organizations;  
• Helped in planning the scope of the audits including preparing risk assessments, researching relevant technical information, and creating audit programs;
• Performed some parts of risk based IT audits that reviewed security and controls of IT processes, applications, networks, databases and various operating systems. Also prepared reports on audit results;
• Worked closely with decision makers within the internal audit department along with other business unit leaders to identify, recommend, and support cost effective technology solutions for all aspects of our company;
• Prepared reports on audit results and creatively generated and developed practical recommendations to management for review and implementation.

IT Audit Intern

CEO at Brokerpartnerz | Helping B2B Businesses develop their Lead Flow & Content Creation Via Direct Response Outreach.

I am an Entrepreneur and currently the Owner of Brokerpartnerz.com, a Lead generation, HR and Content creation Agency, focusing on B2B businesses. 

I love business development and have either bought/sold or started 5 different business successfully in the past 10 yeas, giving me a ton of experience in the small business space. 

Always trying to learn new skills and surround my self with great people.

taplio

The Battle

Jenn Walsh

Farrukh Shakil

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