Vice President of Client Services

About the role

The Vice President of Client Services & Field Relations serves as a key executive leader responsible for strengthening and maintaining alignment between PHP’s field distribution, home office operations, carrier partners, and strategic stakeholders. This role leverages deep industry expertise and strong partnerships with Executive Leadership, Compliance, Legal, Operations, Technology, and Carrier Partners to navigate complex organizational dynamics, support field leaders and agents, drive operational effectiveness, and ensure alignment with company values, standards, and strategic objectives while delivering a best-in-class field experience.

Key Responsibilities

• Leverage deep industry expertise and strong partnership with Executive Leadership, Compliance, Legal, Operations, Technology, and Carrier Partners to navigate complex organizational dynamics, support field leaders and agents, drive operational effectiveness, and ensure alignment with company values, standards, and strategic objectives.
• Provide guidance and recommendations regarding organizational structures, leadership relationships, and field alignment.
• Support the resolution of escalated fields while maintaining neutrality and professionalism.
• Lead mediation efforts involving field disputes, organizational conflicts, and escalated relationship matters.
• Participate as a member of the Agent Conduct Committee.
• Partner with Compliance and Legal to investigate and resolve agent and client complaints.
• Assist in fact-finding, documentation review, interviews, and recommendations related to conduct matters.
• Support the consistent enforcement of company standards, policies, and ethical expectations.
• Support and strengthen strategic relationships with carrier partners.
• Collaborate with internal teams and carrier representatives to improve placement rates, service levels, and business retention.
• Assist in resolving escalated underwriting, service, and placement matters.
• Support carrier growth initiatives and strategic partnership opportunities.
• Partner with Operations, Technology, Licensing, Contracting, and Compliance teams to improve service delivery and operational efficiency.
• Provide field insight and feedback to improve systems, workflows, and communication tools.
• Afford assistance in identifying opportunities for continuous improvement across service functions.
• Oversee home office facilities and workplace operations.
• Manage office-related vendors, maintenance, workplace enhancements, and facility initiatives.
• Ensure the office environment reflects the culture, professionalism, and standards of the organization.
• Support workplace planning and employee experience initiatives.

Qualifications

• 7+ years of leadership experience within insurance distribution, financial services, agency operations, field support, or related industries.
• Proven experience supporting field sales organizations, independent agents, brokers, advisors, or contractor-based sales teams.
• Strong conflict resolution, mediation, and relationship-management skills.
• Demonstrated ability to build trust and influence stakeholders at all levels.
• Strong verbal and written communication skills.
• Ability to travel domestically and engage directly with field leaders and agents.
• Proficiency with reporting tools, dashboards, and business reporting.
• Experience leading process improvement and technology adoption initiatives.

Preferred Qualifications

• Experience within life insurance, annuities, financial distribution, IMO, FMO, MGA, or brokerage organizations.
• Background in field relations, field engagement, field support, distribution relations, or agent success functions.
• Leadership experience managing operational or placement teams.
• Experience partnering with Compliance and Legal teams on investigations.
• Strong analytical and reporting skills, including exposure to Power BI or similar business intelligence tools.

Key Success Traits

• Relationship builder.
• Trusted advisor.
• Influential communicator.
• Highly collaborative.
• Resilient under pressure.
• Diplomatic and tactful.
• Strong business judgment.
• Service-oriented leader.
• Comfortable with difficult conversations and high-touch field engagement.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com. Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law.