Casey Retter
Economy,IN
Summary
Motivated accounting student with hands-on experience in [class projects, part-time bookkeeping, or student organization finance management]. Proficient in Microsoft Excel, QuickBooks, and basic financial statement preparation. Known for accuracy, organization, and a strong work ethic; seeking to apply academic knowledge to real-world accounting challenges.
Overview
1
1
Certification
10
10
years of professional experience
Work History
Customer Service Representative
FirstSource
Remote
11.2025 - Current
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
- Utilized CRM software to track customer interactions, ensuring accurate documentation and follow-up.
- Resolved customer inquiries, enhancing satisfaction and retention through effective communication.
- Provided expert assistance in resolving customer inquiries and insurance claims.
- Developed comprehensive knowledge of policy details to ensure accurate information delivery.
- Documented customer interactions and transactions for accurate, up-to-date records.
- Processed insurance policy cancellations and renewals quickly to meet call time targets.
Patient Care Coordinator
PlushCare
Remote
05.2023 - 12.2024
- Perform analytical and data entry tasks
- Answer patient calls, emails, and questions
- Manage patient accounts
- Schedule patient visits and answer pre-visit questions
- Ensure compliance with professional standards and regulatory requirements
- Provide patient consultations and recommended treatments
- Discuss cost of service, insurance coverage, and payment options with the patient
- Meet with patients and families regarding treatments, procedures, medications, and continuing care
- Assist care team with setting goals for quality assurance and best practices
Call Center Representative
RDI Corporation
Remote
08.2022 - 05.2023
- Obtain client information by answering telephone calls and interviewing clients
- Determine eligibility by comparing client information to requirements
- Inform clients by explaining procedures, answering questions, and providing information
- Maintain communication equipment by reporting problems
- Update job knowledge by studying new product descriptions and participating in educational opportunities
- Accomplish sales and organization mission by completing related results as needed.
Patient Access Team Lead
Reid Health
Richmond, Indiana
06.2020 - 02.2021
- Explained various admission forms and policies, acquiring signatures for consent.
- Resolved customer complaints in a timely manner while maintaining high levels of customer service satisfaction.
- Responsible for ensuring that appropriate resources are available at all times.
- Collaborated with clinical and administrative staff to meet patient needs.
- Reported liabilities and risk management concerns to supervisor for review.
- Reviewed eligibility responses to assess patient benefit level and prepare estimates.
- Updated reference materials with Medicare, Medicaid and third-party payer requirements, guidelines, policies and list of accepted insurance plans.
- Communicated financial obligations to patients and collected fees at time of service.
- Registered patients by completing face-to-face interviews to obtain demographic, insurance, and medical information.
- Organized and maintained records by updating and obtaining both personal and financial information from patients.
Patient Access Service Representative
Reid Health
Richmond, IN
09.2019 - 02.2021
- Assist patients and provide all required documents
- Evaluate eligibility of all Medicaid processes and visits
- Develop and maintain an efficient registration log book
- Coordinate with health source department and obtain authorization for ER patients
- Maintain records for department and maintain files
- Answer all phone calls and direct to appropriate department if required
- Analyze patient treatment and obtain signature of witnesses
- Assist in registration form of patients and prepare appropriate billing.
Assembly Line Worker
Astral Industries Inc
Lynn, IN
09.2017 - 09.2019
- Attach buttons, hooks, zippers, fasteners, or other accessories to fabric
- Perform specialized or automatic sewing machine functions
- Position material or articles in clamps, templates, or hoop frames prior to automatic operation of machine
- Turn knobs, screws, and dials to adjust settings of machines
- Cut materials according to specifications
- Fold or stretch edges or lengths of items while sewing
- Select supplies such as fasteners and thread
- Inspect garments and mark errors as necessary.
Accounting Assistant
Retters Tax & Data Solutions
Lynn, Indiana
01.2017 - 02.2018
- Assisted with payroll processing by entering employee hours into the system.
- Analyzed financial statements to identify trends and make recommendations for improvement.
- Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.
- Received payments from customers via cash, check and credit cards to pay company invoices.
- Entered data into accounting software programs such as QuickBooks or Sage 50 Accounting Software.
- Processed accounts payable and receivable transactions efficiently to ensure timely financial reporting.
- Reconciled bank statements with accounting records to maintain accuracy and integrity of financial data.
Graphic Designer
Retters Tax & Data Solutions
Lynn, IN
01.2016 - 01.2017
- Write, update, and maintain computer programs or software packages
- Developed wireframes and prototypes for website design projects, focusing on user experience.
- Developed creative concepts for client presentations, effectively communicating design vision.
- Contributed ideas to brainstorming sessions regarding new products or features.
- Maintained company archive of collateral, previous project images or photos.
- Conducted research on design trends to maintain fresh and relevant visual content.
- Edited photographs for use in digital media platforms including web banners and social media posts.
Education
High School Diploma -
Randolph Southern Jr-Sr High School
IN06-2012
Associate of Science - Accounting
Indiana Wesleyan University
Marion, IN06-2029
Skills
- Microsoft Office
- Quickbooks
- Invoice balancing
- Complaint resolution
- Active listening
- Call center procedures
- Data entry
- Complaint handling
- Organization
- Client education
- Insurance terminology
Certification
- Accrediting Agency, Field of study: (Certificate in Bookkeeper)
- Accrediting Agency, Field of study: (Technical Certificate in Accounting)
- Accrediting Agency, Field of study: (Certificate in Fundamental Payroll)
Timeline
Customer Service Representative
FirstSource
11.2025 - Current
Patient Care Coordinator
PlushCare
05.2023 - 12.2024
Call Center Representative
RDI Corporation
08.2022 - 05.2023
Patient Access Team Lead
Reid Health
06.2020 - 02.2021
Patient Access Service Representative
Reid Health
09.2019 - 02.2021
Assembly Line Worker
Astral Industries Inc
09.2017 - 09.2019
Accounting Assistant
Retters Tax & Data Solutions
01.2017 - 02.2018
Graphic Designer
Retters Tax & Data Solutions
01.2016 - 01.2017
High School Diploma -
Randolph Southern Jr-Sr High School
Associate of Science - Accounting
Indiana Wesleyan University