Overview
Work History
Education
Skills
Certification
Timeline
Generic

JASON SIMS

Auburn,AL

Overview

5
5
years of professional experience
1
1
Certification

Work History

Client Services Accountant

Himmelwright, Huguley, & Boles, LLC
08.2025 - Current
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
  • Gathered financial information, prepared documents, and closed books.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
  • Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
  • Streamlined month-end closing processes, resulting in reduced time spent on financial reporting tasks.
  • Prepared and filed tax forms to meet needs of customers.

Insurance Broker

State Farm - McDade Agency LLC
06.2021 - 08.2025
  • Created a customer relationship management (CRM) system that automated data entry and streamlined the sales process
  • Developed and maintained relationships with business partners to identify new opportunities and increase sales
  • Educated clients on various insurance policies and coverage levels, helping them make informed decisions
  • Developed a customized insurance portfolio for high net worth clients that provided the best coverage for their individual needs
  • Assisted clients with filing claims and resolving disputes with insurance companies, resulting in a swift resolution
  • Maintained a comprehensive knowledge of the insurance industry, including regulations, trends, and best practices
  • Prepared and submitted insurance application documents to carriers in a timely manner
  • Tracked customer renewals and followed up on overdue payments
  • Developed and implemented strategies to increase customer loyalty and referrals

Shift Lead

Dunkin' Donuts
06.2020 - 05.2021
  • Trained and supervised new staff members, quickly bringing them up to speed with company policies and procedures
  • Ensured adherence to safety protocols and regulations, resulting in no reported incidents or injuries
  • Analyzed and troubleshot customer complaints and feedback, resulting in improved customer service

Education

BSBA - Accountancy

Auburn University

MBA - Accounting

University of North Alabama
Florence, AL

Skills

  • Microsoft Office Specialist: Excel Associate (Office 2019)
  • Certified Fraud Examiner
  • Accounting and bookkeeping
  • Bank reconciliation
  • Tax preparation

Certification

  • CPA - Certified Public Accountant

Timeline

Client Services Accountant

Himmelwright, Huguley, & Boles, LLC
08.2025 - Current

Insurance Broker

State Farm - McDade Agency LLC
06.2021 - 08.2025

Shift Lead

Dunkin' Donuts
06.2020 - 05.2021

BSBA - Accountancy

Auburn University

MBA - Accounting

University of North Alabama

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JASON SIMS