Gary Overholtzer, MIBA
Senior Business Analyst at Tuscarora Wayne Group of Companies- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
Tuscarora Wayne Insurance Company
-
United States
-
Insurance
-
1 - 100 Employee
-
Senior Business Analyst
-
Aug 2020 - Present
-
-
Business Analyst
-
Dec 2014 - Aug 2020
-
-
-
Harleysville Insurance
-
United States
-
Insurance
-
400 - 500 Employee
-
IT Project Manager
-
Dec 2013 - Jul 2014
• Responsible for managing multiple concurrent IT projects with combined budgets over $1,400,000; utilizing both on-site and off-shore resources • Successfully managed monthly project budgets within Nationwide’s expected corporate variance of 2% • Utilized Agile methodologies to manage the project schedule to deliver a fully tested product within expected time frames • Lead daily project status meetings, documented and reported weekly progress to senior level executives • Created… Show more • Responsible for managing multiple concurrent IT projects with combined budgets over $1,400,000; utilizing both on-site and off-shore resources • Successfully managed monthly project budgets within Nationwide’s expected corporate variance of 2% • Utilized Agile methodologies to manage the project schedule to deliver a fully tested product within expected time frames • Lead daily project status meetings, documented and reported weekly progress to senior level executives • Created resource forecast spreadsheets to track monthly results and determine future resource needs based on expected capacity Show less
-
-
-
Decision Research Corporation
-
United States
-
Software Development
-
100 - 200 Employee
-
Project Manager
-
Feb 2013 - Sep 2013
Greater Philadelphia Area - Responsible for kick-off, resource management and project planning of internal project to update the billing module of DRC’s core insurance software suite from COBOL to .net code - Gathered and documented discovery business requirements for several proposed client projects, including personal auto and umbrella integration - Created Excel spreadsheet to document varying costs for project to convert static and dynamic ISO policy forms to PDF format - Held weekly project meetings and… Show more - Responsible for kick-off, resource management and project planning of internal project to update the billing module of DRC’s core insurance software suite from COBOL to .net code - Gathered and documented discovery business requirements for several proposed client projects, including personal auto and umbrella integration - Created Excel spreadsheet to document varying costs for project to convert static and dynamic ISO policy forms to PDF format - Held weekly project meetings and reported detailed project status to DRC’s PMO Steering Committee - Completed due diligence and documented recommendations for planned Software as a Service (SaaS) solution for DRC’s insurance software suite Show less
-
-
-
Kemper
-
United States
-
Insurance
-
700 & Above Employee
-
Project Manager/Business Analyst
-
Dec 2003 - Dec 2012
- Responsible for the management of projects for quoting the Kemper auto and renter’s insurance products via external partner “comparison rate” websites (such as Insweb and CarInsurance.com) - Acted as the sole laison between external partners and Kemper IT and Product departments - Worked with business partners, both internal and external, to formulate a clear understanding of the business objectives defining each project - Prepared detailed documentation of requirements and… Show more - Responsible for the management of projects for quoting the Kemper auto and renter’s insurance products via external partner “comparison rate” websites (such as Insweb and CarInsurance.com) - Acted as the sole laison between external partners and Kemper IT and Product departments - Worked with business partners, both internal and external, to formulate a clear understanding of the business objectives defining each project - Prepared detailed documentation of requirements and specifications for each project and partner - Managed testing resources for all projects based on capacity and organization priorities, as well as external partner schedules - Analyzed daily production reports to identify quoting errors, and coordinated necessary fixes - Created and organized all project documentation via company Sharepoint site - Utilized MS Project Server 2007 to plan and schedule projects Show less
-
-
-
-
Senior Underwriter
-
Apr 2002 - Dec 2003
Wilmington, DE - Conducted on and off site underwriting audits, researched and documented findings, and submitted audit reports complete with recommendations to senior management - Drafted Corporate Underwriting Manual, including rules, guidelines and procedural information - Utilized insurance knowledge to ensure compliance with new and existing laws and regulations - Managed underwriting process for agents – created workflows, reviewed incoming business for compliance with written guidelines, and… Show more - Conducted on and off site underwriting audits, researched and documented findings, and submitted audit reports complete with recommendations to senior management - Drafted Corporate Underwriting Manual, including rules, guidelines and procedural information - Utilized insurance knowledge to ensure compliance with new and existing laws and regulations - Managed underwriting process for agents – created workflows, reviewed incoming business for compliance with written guidelines, and provided exceptions to underwriting rules Show less
-
-
-
-
Manager - Compliance and Underwriting
-
Mar 2001 - Dec 2001
Norristown, PA - Assisted with developing dynamic underwriting rules for personal lines auto insurance web portals www.pointandquote.com and www.nekema.com. - Drafted site privacy statement and insurance technology, and researched security options
-
-
-
-
Customer Service & Underwriting Supervisor
-
Jan 2000 - Mar 2001
Noristown, PA - Managed and supervised workflows, procedures, productivity and efficiency of 15-person underwriting unit - Co-managed 22-person personal lines insurance customer service unit – responsibilities including staffing, training, coaching and monitoring of unit
-
-
-
-
Underwriting Supervisor
-
Apr 1997 - Jan 2000
Norristown, PA - Managed all functions of 20 person personal lines auto underwriting unit – including work flows and call volumes, and creating underwriting goals, objectives and standards - Created and successfully inplemented plan to decrease unit’s backlog of underwriting work - Assisted in drafting company’s underwriting, sales and customer service procedure manuals
-
-
-
-
Personal Lines Underwriter / Inside Sales Representative
-
Mar 1993 - Apr 1997
Norristown, PA - Responsible for underwriting personal lines auto, homeowners, and umbrella applications for multiple states - Achieved highest quality rating in both years as an personal lines underwriter - Named “Rookie of the Year” after first year in the sales department
-
-
Education
-
West Chester University
Bachelor of Science (B.S.), Marketing -
Montgomery County Community College
Associate of Science (A.S.), Business Management -
The CIOP Institute
Master of Insurance Business Analysis (MIBA)