Dylan Soukup
Spokane
Summary
Private Client Insurance Advisor with 6+ years of experience managing complex, high-net-worth portfolios and delivering white glove service to discerning clients. I specialize in risk assessment, coverage strategy, and proactive account management to protect assets while strengthening long-term client relationships. Known for precision, responsiveness, and strategic thinking, I partner closely with clients, carriers, and internal teams to drive retention, optimize coverage, and support business growth.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Private Client Advisor
Gallagher
04.2025 - Current
- Developed marketing strategies to promote new insurance contracts or suggest additions and changes to existing policies.
- Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
- Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
- Utilized CRM software to manage client relationships.
Associate Account Manager
Hub International NW
08.2023 - 04.2025
- Provide support in all aspects of client service, marketing, and renewals.
- Maintain and update client information in account management systems.
- Assist with pre-renewal processes, summaries, and client service strategies.
- Process transactions, correspondence, and documents for assigned accounts.
- Handle inquiries related to policy changes, payments, and coverage questions.
- Partner with Account Managers to remarket and retain high-net-worth accounts.
- Utilize carrier websites to obtain documents, process quotes & endorsements, and ensure seamless policy management.
Lead Photographer & Business Owner
Peur Photography
12.2017 - 04.2024
- Stayed up to date with industry trends.
- Maintained and operated photography equipment.
- Managed client relations, invoicing, and business development.
- Specialized in events, professional headshots & commercial photography.
- Executed marketing strategies, including social media campaigns and networking.
Coverage Specialist
Travelers Insurance
09.2013 - 04.2017
- Handled policy renewals, administrative tasks, and risk assessments.
- Identified upsell and cross-sell opportunities to maximize profitability.
- Strengthened client relationships, improving retention and satisfaction.
- Managed client portfolios, highlighting new products & promotions to drive sales.
Education
CPRIA Designation - Private Client Insurance
PRMA Academy
09-2026
High School Diploma -
Lakeside High School
Nine Mile Falls, WA06.2009
Skills
- Insurance products
- Data interpretation
- Financial planning
- Claims management
- Policy analysis
- Client assessment
- Client account management
- Client retention
- 150 Typing WPM
Certification
- CPRIA - Chartered Private Risk and Insurance Advisor (Completion scheduled for September 2026)
Timeline
Private Client Advisor
Gallagher
04.2025 - Current
Associate Account Manager
Hub International NW
08.2023 - 04.2025
Lead Photographer & Business Owner
Peur Photography
12.2017 - 04.2024
Coverage Specialist
Travelers Insurance
09.2013 - 04.2017
CPRIA Designation - Private Client Insurance
PRMA Academy
High School Diploma -
Lakeside High School