Robert E. Over
Lancaster,NY
Summary
Client-focused and organized professional with advanced degree and diverse experience in customer service, business management and project coordination. Collaborative communicator to quickly build relationships with both clients and business audiences. Known for innovation and creative problem-solving abilities to address business challenges. Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
41
41
years of professional experience
1
1
Certification
Work History
Business Manger
St. Mary of the Assumption Parish/School
Lancaster , NY
1996.09 - Current
- Reviewed and analyzed budget variances to ensure accuracy of financial information.
- Implemented a system of internal controls that improved compliance with Diocesan regulations.
- Monitored cash flow to ensure sufficient liquidity.
- Advised executive leadership on capital allocation decisions.
- Manage finances working with the Principal of our Elementary School.
- Provided comprehensive administrative support to the Church Staff.
- Maintained regular communication with Pastor about the Finance Council and School Board's financial situation.
President
Weimer Over Agency, Inc.
Lancaster , NY
1983.05 - Current
- Generated reports detailing sales activities, client interactions, and progress towards goals.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Advised customers on the best ways to minimize risks associated with their assets.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
Education
Bachelor of Science - Mathematics
SUNY College At Oswego
Oswego, NY1970-06
Skills
- Budget Administration
- Customer Retention
- Financial Oversight
- Staff Training / Office Management
- IT Skills
- Sales
Certification
- Licensed NYS Insurance Agent since November 1974.
- EMT / First Aid certified 1975
Affiliations
- Active Volunteer Fireman for Village of Lancaster for 43 years.
- Life Member of Lancaster Volunteer Ambulance Corps.
- Current Treasurer of the Lancaster Volunteer Ambulance Corps
Timeline
Business Manger
St. Mary of the Assumption Parish/School
1996.09 - Current
President
Weimer Over Agency, Inc.
1983.05 - Current
Bachelor of Science - Mathematics
SUNY College At Oswego
- Licensed NYS Insurance Agent since November 1974.
- EMT / First Aid certified 1975
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