Summary
Overview
Work History
Education
Skills
Timeline
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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
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
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
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, KY
05-2026

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

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Peyton Eversole