ASSOCIATION AND WORKSITE DIVISION
Who We Are
We provide a different opinion in employee benefits strategies by offering a top-notch Customer experience. Our account managers are dedicated to ensuring the benefit program fits both the employers’ needs and budget. The Association and Worksite Division’s (AWD) goal is to make things simple by offering strategic voluntary benefits to pair with health insurance, section 125 plan enrollment support, online enrollment tools and communication and employee benefits education as an extension of the employer’s human resources department.
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2017 ACCOMPLISHMENTS
AWD exceeded our sales goals in all areas in 2017. The division continues to grow in the municipal market with continued growth in California and Oklahoma. Kentucky and Alabama are already strong AFES states and AWD is growing in these municipal markets through name recognition. New groups in
the public sector niche is key to success in Colorado, Massachusetts and Arkansas. Key partnerships with brokers and risk pools that specialize in our public sector niche are key to AWD market share growth across the country. AWD achieved success in servicing our current Customers and achieving our enrollment
goals by being the strategic advisor to our valued employer groups.
2018 GOALS
AWD goals for 2018 include eight percent growth, expense reduction and living the AF brand. All goals are viewed through these three metrics. Expansion into the public sector market remains a priority for AWD in 2018 along with growing and developing our brokerage block of business. The division plans to grow in existing markets while also aggressively expanding into new markets, especially those tied to our public sector market. Public sector growth in California, Texas, Kentucky, Alabama, Oklahoma, Colorado, Ohio and the Northeast part of the United States is important for AWD. The division is working with key broker partners across the United States to develop strategic partnerships. Growth into counties along with cities is key to AWD’s eight percent growth success. Our goal is to offer seamless, cost-efficient administration of benefit programs to our employers through multiple enrollment options including one-on-one enrollment, online enrollment, call center enrollment and kiosk.
To continue our growth, we will need to recruit new sales talent by promoting our compensation program and hiring candidates who can help American Fidelity achieve success while advancing their own career by becoming the strategic advisor for our niche
employer partners.
Nancee Roberson-Caldwell
AWD Chief Sales Officer
