Bachelor's degree in accounting, finance, or a related field * CPA or Enrolled Agent (EA), or other ... Experience in a consultative or advisory client relationship role (financial advising, insurance ...
Bachelor's degree in accounting, finance, or a related field * CPA or Enrolled Agent (EA), or other ... Experience in a consultative or advisory client relationship role (financial advising, insurance ...
Bachelor's degree in accounting, finance, or a related field * CPA or Enrolled Agent (EA), or other ... Experience in a consultative or advisory client relationship role (financial advising, insurance ...
Bachelor's degree in accounting, finance, or a related field * CPA or Enrolled Agent (EA), or other ... Experience in a consultative or advisory client relationship role (financial advising, insurance ...
Block Advisors Tax Advisor
Provo, UT · On-site
Bachelor's degree in accounting, finance, or a related field * CPA or Enrolled Agent (EA), or other ... Experience in a consultative or advisory client relationship role (financial advising, insurance ...
Block Advisors Tax Advisor
Provo, UT · On-site
Bachelor's degree in accounting, finance, or a related field * CPA or Enrolled Agent (EA), or other ... Experience in a consultative or advisory client relationship role (financial advising, insurance ...
Helping real estate sales agents create a digital marketing strategy using social media (organic ... insurance underwriter minority owned joint ventures. Anywhere supports nearly 1 million home sale ...
Helping real estate sales agents create a digital marketing strategy using social media (organic ... insurance underwriter minority owned joint ventures. Anywhere supports nearly 1 million home sale ...
Helping real estate sales agents create a digital marketing strategy using social media (organic ... insurance underwriter minority owned joint ventures. Anywhere supports nearly 1 million home sale ...
Helping real estate sales agents create a digital marketing strategy using social media (organic ... insurance underwriter minority owned joint ventures. Anywhere supports nearly 1 million home sale ...
Assign accounts out for repossession to an approved repossession agent. * Completes required ... Driven collaborators and innovators, our team thrives on transformative digital thinking, customer ...
Assign accounts out for repossession to an approved repossession agent. * Completes required ... Driven collaborators and innovators, our team thrives on transformative digital thinking, customer ...
Assign accounts out for repossession to an approved repossession agent. * Completes required ... Driven collaborators and innovators, our team thrives on transformative digital thinking, customer ...
Assign accounts out for repossession to an approved repossession agent. * Completes required ... Driven collaborators and innovators, our team thrives on transformative digital thinking, customer ...
About TP TP is a leading global provider of digital business services. We partner with the world ... This includes offering competitive 401(K) plans, life insurance, supplemental medical coverage ...
About TP TP is a leading global provider of digital business services. We partner with the world ... This includes offering competitive 401(K) plans, life insurance, supplemental medical coverage ...
... digital self-service, IVR, live agent, and external agency management. Position Summary and Role ... Group Life and AD&D Insurance * Paid Vacation, Sick Days and bank Holidays * Employee Engagement ...
... digital self-service, IVR, live agent, and external agency management. Position Summary and Role ... Group Life and AD&D Insurance * Paid Vacation, Sick Days and bank Holidays * Employee Engagement ...
About TP TP is a leading global provider of digital business services. We partner with the world ... This includes offering competitive 401(K) plans, life insurance, supplemental medical coverage ...
About TP TP is a leading global provider of digital business services. We partner with the world ... This includes offering competitive 401(K) plans, life insurance, supplemental medical coverage ...
Collections Specialist I
South Jordan, UT · On-site
$17.75 - $23.75/hr
... digital self-service, IVR, live agent, and external agency management. Position Summary: The ... Group Life and AD&D Insurance * Paid Vacation, Sick Days and bank Holidays * Employee Engagement ...
Collections Specialist I
South Jordan, UT · On-site
$17.75 - $23.75/hr
... digital self-service, IVR, live agent, and external agency management. Position Summary: The ... Group Life and AD&D Insurance * Paid Vacation, Sick Days and bank Holidays * Employee Engagement ...
Digital Insurance Agent information
What is a digital insurance agent?
A Digital Insurance Agent is a licensed professional who sells and manages insurance policies primarily through online platforms and digital communication tools. Unlike traditional agents who rely on face-to-face meetings, digital agents use websites, email, chat, and video calls to interact with clients. Their role involves recommending coverage options, answering customer questions, and streamlining the application and claims process using technology. Digital Insurance Agents often work for insurance companies, digital brokerages, or as independent contractors. Their digital approach makes insurance services more accessible and efficient for clients.
What are the key skills and qualifications needed to thrive as a digital insurance agent?
To thrive as a Digital Insurance Agent, you need a solid understanding of insurance products, sales techniques, and regulatory compliance, often supported by a relevant license. Familiarity with customer relationship management (CRM) software, digital communication platforms, and online quoting tools is typical for the role. Strong interpersonal skills, digital literacy, and the ability to build trust remotely set top performers apart. These skills enable agents to effectively engage clients, streamline processes, and deliver personalized service in a digital-first insurance environment.
What are some common challenges faced by digital insurance agents, and how can they be addressed?
Digital Insurance Agents often face challenges such as adapting to rapidly changing technology platforms, maintaining strong client relationships without in-person meetings, and staying up-to-date with evolving insurance products. To overcome these, agents should invest time in ongoing training, utilize digital communication tools to foster trust with clients, and collaborate closely with their team for knowledge sharing. Proactively engaging with clients through personalized digital interactions and leveraging CRM systems can also help strengthen client loyalty and streamline workflows.
What is the difference between Digital Insurance Agent vs Insurance Broker?
| Aspect | Digital Insurance Agent | Insurance Broker |
|---|---|---|
| Credentials | May require insurance licenses, certifications in digital sales | Licensed insurance broker, often with broader certifications |
| Work Environment | Online platforms, digital tools, remote work | Office-based or remote, client meetings, broker offices |
| Employer & Industry Usage | Insurance companies, online agencies, insurtech firms | Independent or agency-based, multiple insurance providers |
| Search & Comparison Intent | Customer-focused, digital sales, policy recommendations | Client advocacy, policy comparison across providers |
While both roles involve selling insurance policies, a Digital Insurance Agent primarily operates online, leveraging digital tools to reach customers and sell policies. An Insurance Broker acts as an intermediary, offering clients a range of policies from different providers, often through in-person or traditional channels. Understanding these differences helps consumers and professionals choose the right role or service for their needs.
What are popular job titles related to Digital Insurance Agent jobs in Utah?
For Digital Insurance Agent jobs in Utah, the most frequently searched job titles are:
What job categories do people searching Digital Insurance Agent jobs in Utah look for?
The top searched job categories for Digital Insurance Agent jobs in Utah are:
What cities in Utah are hiring for Digital Insurance Agent jobs?
Cities in Utah with the most Digital Insurance Agent job openings:
H&R Block rating
5.7
Based on 295 frontline employees who took The Breakroom Quiz
149th of 154 rated financial services
Job description
About the Role
As a year-round Block Advisor Tax Advisor, you are a trusted advisor who helps clients navigate complex tax and business services situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships - backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. This role is in-person at a local Block Advisors office.
Required Qualifications
Preferred Qualifications
Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
¹ - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
Sponsored Job
Pettit-43970-SALT LAKE CITY UT
As a year-round Block Advisor Tax Advisor, you are a trusted advisor who helps clients navigate complex tax and business services situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships - backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. This role is in-person at a local Block Advisors office.
- Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns
- Conduct in-depth client interviews to understand financial situations, life changes, and tax implications - then provide clear, personalized recommendations
- Build trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant Block Advisors products and services
- Provide IRS support, tax notice assistance, and audit guidance to clients as needed
- Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment
Required Qualifications
- Successful completion of the H&R Block Tax Knowledge Assessment¹
- 5+ years of experience in tax preparation, accounting, finance, or bookkeeping
- Experience preparing complex individual returns and business returns, including tax planning, audit support, and tax notice resolution
- Experience working in a client-facing, consultative, or advisory role
- Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
- Must complete continuing education and meet all other IRS and applicable state requirements
- High school diploma / GED / equivalent
Preferred Qualifications
- Bachelor's degree in accounting, finance, or a related field
- CPA or Enrolled Agent (EA), or other IRS Circular 230 credentials
- Familiarity with GoSystem or Ultratax software
- Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)
- Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)
Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
¹ - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
Sponsored Job
Pettit-43970-SALT LAKE CITY UT
What H&R Block employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About H&R Block
Sourced by ZipRecruiter
H&R Block's purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We've been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we've grown to have approximately 12,000 offices throughout the United States and around the world. We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it's all those things, and much more.
Industry
Accounting services, it services and finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Kansas City, MO, US