Keri Reinhardt
About Keri Reinhardt
Keri Reinhardt is a Senior Account Manager at Creative Planning, where she has worked since 2013. She has extensive experience in the insurance industry, having held various roles over a career spanning several decades.
Work at Creative Planning
Keri Reinhardt has been serving as a Senior Account Manager at Creative Planning since 2013. In this role, she is responsible for managing client accounts and ensuring that their needs are met effectively. Her extensive experience in the financial services industry contributes to her ability to provide comprehensive support to clients. She operates from the Leawood, Kansas office, where she utilizes her skills in account management to foster strong client relationships.
Previous Experience in Financial Services
Before joining Creative Planning, Keri Reinhardt worked at Sirak Financial Services, Inc. as a Licensed Insurance Agent from 2006 to 2012. Her role involved providing insurance solutions to clients in the Canton, Ohio area. Prior to that, she spent ten years at Zurich North America as an Underwriting Assistant, where she gained valuable insights into risk assessment and underwriting processes. Additionally, she worked at Harleysville Insurance as a Commercial Lines Rater for five years, further solidifying her expertise in the insurance sector.
Experience in Non-Profit Sector
Keri Reinhardt served as an Event Coordinator for The Leukemia & Lymphoma Society from 2004 to 2005 in Harrisburg, Pennsylvania. In this role, she was involved in organizing events aimed at raising awareness and funds for blood cancer research. This experience provided her with skills in event planning and coordination, which are valuable in her current account management role.
Educational Background
Keri Reinhardt studied at Hans-Sachs-Gymnasium in Nürnberg, Germany, where she participated as an exchange student. She also attended Montgomery County Community College, where she earned an Associate's degree in Social Psychology. This educational background has equipped her with a diverse skill set applicable to her professional roles.
Professional Designations and Skills
Keri Reinhardt holds a CISR designation and is Property and Casualty licensed in Kansas and Missouri. She utilizes AMS360 software in her role as a Commercial P&C Account Manager, which enhances her efficiency in managing client accounts. Her professional designations and software proficiency reflect her commitment to maintaining industry standards and delivering quality service.