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 and Statements of Work-Ensure that our consultants are dedicated to the life and annuity industry—that they know the products and the systems that administer them-Meet the financial and legal obligations required to maintain our company as a going concern-Enjoy doing all of the above because it allows me to work with many really good people!• 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 services are typically delivered either by staff augmentation or we’ll bid the project, staffing as we see fit. • 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 the critical piece of what I did. I was very successful at proving to our clients and prospects that we were the ones to call when they needed our expertise quickly and reliably. This required me to understand their issues and be responsive with project and staffing proposals that precisely addressed those requirements. Handled most duties regarding talent acquisition. This included searching for, qualifying, negotiating with, hiring, and subsequently managing consultants.  Developed, and managed, and was responsible for the overall P&L of accounts producing annual revenues of $3-5mm

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 asked to come along as part of the acquisition.One of only three people brought to Austin as part of the CLOAS/Computations acquisition. Responsible for release testing of the last North American release of CLOAS and delivering it to clients. Also provided informational seminars for clients accepting delivery of the new release. When CSC decided to discontinue support for their North American CLOAS clients, I left CSC with an agreement allowing me to continue providing support to that client base.

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.