Vice President of Client Services

Vice President Of Client ServicesIntegrity 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 health and wealth so they can be ready 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. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.Key ResponsibilitiesThe VP of Client Services & Field Relations serves as a trusted advisor, relationship steward, and organizational leader responsible for strengthening field relationships, preserving culture, resolving complex business and interpersonal issues, and supporting business growth across the organization. Leveraging deep industry expertise and strong partnership with Executive Leadership, Compliance, Legal, Operations, Technology, and Carrier Partners, this individual navigates complex organizational dynamics, supports field leaders and agents, drives operational effectiveness, and ensures alignment with company values, standards, and strategic objectives while delivering a best-in-class field experience.Field Leadership Relations & Organizational DynamicsServe as a primary liaison between the field and home office.Foster strong relationships with leaders across all levels of the organization.Navigate and manage complex field dynamics involving uplines, downlines, sidelines, partnerships, co-leadership arrangements, and organizational transitions.Provide guidance and recommendations regarding organizational structures, leadership relationships, and field alignment.Support the resolution of escalated fields while maintaining neutrality and professionalism.Conflict Resolution & Agent ConductLead mediation efforts involving field disputes, organizational conflicts, and escalated relationship matters.Serve as a trusted and impartial resource for conflict management and resolution.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.Carrier Relations & Placement SupportSupport 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.Operational Excellence & Technology InitiativesPartner with Operations, Technology, Licensing, Contracting, and Compliance teams to improve service delivery and operational efficiency.Support technology initiatives that enhance agent experience, field support, scalability, and operational effectiveness.Provide field insight and feedback to improve systems, workflows, and communication tools.Assist in identifying opportunities for continuous improvement across service functions.Facilities & Workplace OperationsOversee 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.Leadership & Culture StewardshipServe as an ambassador of PHP's culture, values, and standards.Build trust and credibility across the field, home office, and carrier partners.Provide historical context and organizational insight to support leadership decision-making.Promote collaboration, accountability, communication, and alignment throughout the organization.Qualifications7+ 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.Experience conducting sensitive conversations, investigations, and issue resolutions.Demonstrated ability to build trust and influence stakeholders at all levelsStrong 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.Preferred QualificationsExperience 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 teamsExperience partnering with Compliance and Legal teams on investigations.Strong analytical and reporting skills, including exposure to Power BI or similar business intelligence tools.Experience leading process improvement and technology adoption initiatives.Key Success TraitsRelationship builderTrusted advisorInfluential communicatorHighly collaborativeResilient under pressureDiplomatic and tactfulStrong business judgmentService-oriented leaderComfortable with difficult conversations and high-touch field engagement