Peyton Eversole
Bowling Green,KY
Summary
Experienced Financial professional well-versed in reviewing company benefits and beneficiary details. Processes paperwork, researches, and resolves issues with minimal oversight.
Overview
7
7
years of professional experience
Work History
Senior Benefits Analyst
Freedom Financial Group
Louisville, KY
01.2025 - 10.2025
- Developed strategic recommendations for benefit plan design and implementation.
- Developed tailored life insurance plans to meet client needs and financial goals.
- Educated clients on policy options, benefits, and risk management strategies.
- Analyzed market trends to identify new business opportunities and competitive advantages.
- Cultivated strong client relationships through regular follow-ups and personalized service.
- Collaborated with underwriting teams to streamline application processes and improve turnaround times.
- Mentored junior brokers in sales techniques, product knowledge, and regulatory compliance.
- Collaborated with financial planners to create comprehensive strategies that included life insurance as an essential component for clients'' financial security.
Finance and Accounting Associate
Southern Legacy Casket
Bowling Green, KY
09.2018 - 12.2024
- Managed accounts payable and receivable, ensuring timely processing and accuracy of financial transactions.
- Developed financial reports to support strategic decision-making and enhance operational efficiency.
- Collaborated with cross-functional teams to streamline budgeting processes and improve financial forecasting.
- Implemented new accounting software, enhancing data accuracy and improving reporting capabilities.
- Oversaw reconciliation of bank statements, identifying discrepancies and ensuring account integrity.
- Analyzed variances in monthly financial statements, providing insights for management review and action planning.
CNA
ShiftKey/ FlexPath PRN
Bowling Green, KY
09.2020 - 09.2024
- Provided compassionate patient care, ensuring comfort and safety during daily activities.
- Assisted with vital sign monitoring, documenting changes to inform care plans.
- Coordinated with healthcare teams to implement effective patient care strategies.
- Trained new staff on best practices for patient handling and safety protocols.
- Managed inventory of medical supplies, ensuring availability for efficient operations.
- Communicated effectively with patients and families, addressing concerns and providing support.
Education
Bachelor of Science in Finance - Finance And Accouting
University of The Cumberlands
Williamsburg, KY05-2026
Skills
- Strong communication skills
- Benefits administration expertise
- Researching issues
- Continuous improvement mindset
- Paperwork processing
- Project management
- Data analysis proficiency
- Trend analysis
- Team leadership experience
- Written and oral communication
Timeline
Senior Benefits Analyst
Freedom Financial Group
01.2025 - 10.2025
CNA
ShiftKey/ FlexPath PRN
09.2020 - 09.2024
Finance and Accounting Associate
Southern Legacy Casket
09.2018 - 12.2024
Bachelor of Science in Finance - Finance And Accouting
University of The Cumberlands