Walt Shofner, Flmi, Clu Email & Phone Number

• As Owner, I -Build and care for all client relationships-Respond successfully to client RFP/RFx-Create and implement the most competitive solutions for the clients’ culture, systems, and products-Negotiate contracts.
• Shofner Consulting develops opportunities nationally to help our life and annuity clients fill the talent gaps their IT initiatives may create relative to our technical, business, and project management expertise. Our.
• Our annual revenues have averaged $1-3mm and have been as high as $5mm

 Managed all client relationships/accounts. With regular client visits and contact, I held status meetings, solicited feedback on our performance, took remedial action as required, performed personnel reviews, laid down new and modified contracts Responsible for business development in the Life and Annuity vertical. Getting us the chance to perform was.

Sydney, New South Wales, Australia / Austin, TX

I came to Computations in 1988 to help this Australian company Americanize the CLOAS life insurance administration system. Specifically, my job was to provide technical support to the Model Office group, which was responsible for release testing and delivery of the latest version of the CLOAS system. In 1990, Computations was purchased by CSC and I was.

Worked for the first two years as a P/A employee for Republic National Life in Dallas supporting their Life-Comm system. Achieved my FLMI and CLU designations during this time. When the company was purchased by American General/AIG, at my request I converted to an independent consultant status and worked on conversions for my last two years there.

Supported the LifeComm life administration system. Worked in Processing Services, which was responsible for running LifeComm for clients on the Informatics machine. Provided technical support, on call service, pre-release bug fixes, and client-requested modifications.

Joined EDS' SED training program out of college. During and upon completion of the 2-year program, performed analysis and programming in support of EDS' Texas Blue Cross/Blue Shield account in Richardson, Tx.