Vice President of Client Services

Insurance Administrative Solutions, L.l.c.

Addison (TX)

On-site

USD 180,000 - 240,000

Full time

14 days+
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Job summary

Integrity, a leading independent distributor of life, health and wealth insurance products, seeks a Vice President of Client Services to align PHP’s field distribution with home office operations, carrier partners, and strategic stakeholders. The role emphasizes field leadership, conflict resolution, and operational excellence in a fast‑growing environment.

You will drive field relationships, support agent and client experiences, and collaborate with Compliance, Legal, and Technology to optimize

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.
  • Experience conducting sensitive conversations, investigations, and issue resolutions.
  • Demonstrated ability to build trust and influence stakeholders at all levels.

Responsibilities

  • Serve as a primary liaison between the field and home office, fostering strong relationships with leaders across all levels of the organization.
  • Navigate and manage complex field dynamics involving uplines, downlines, sidelines, partnerships, and organizational transitions.
  • Lead mediation efforts involving field disputes, organizational conflicts, and escalated relationship matters; participate as a member of the Agent Conduct Committee.
  • Support and strengthen strategic relationships with carrier partners and collaborate with internal teams to improve placement rates, service levels, and business retention.
  • Partner with Operations, Technology, Licensing, Contracting, and Compliance teams to improve service delivery and operational efficiency.

Skills

Leadership
Relationship building
Conflict resolution
Communication
Field relations

Tools

Power BI

Job description

## Vice President of Client ServicesApplylocations: Dallas, TXtime type: Full timeposted on: Posted 7 Days Agojob requisition id: JR4351Integrity 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.PHP’s headquarters office is in Addison, Texas (Dallas metroplex). The company was acquired in 2022 and is now a proud part of the Integrity Marketing Group familyPHP is a life insurance field marketing organization, founded in 2009). PHP partners with leading insurance and annuity carriers to offer a comprehensive basket of insurance products to a diverse client base. PHP provides part-time or full-time opportunities to individuals pursuing careers as life insurance agents. PHP passionately serves people through a field sales force comprised of thousands of licensed agents deployed nationwide in offices they independently own and operate.We are seeking a **Vice President of Client Services** 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.**Key Responsibilities**The 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 Dynamics*** Serve 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 Conduct*** Lead 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 Support*** 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.**Operational Excellence & Technology Initiatives*** Partner 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 Operations*** 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.**Leadership & Culture Stewardship*** Serve 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.**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.* Experience conducting sensitive conversations, investigations, and issue resolutions.* 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.**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.* Experience leading process improvement and technology adoption initiatives.**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. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.*Founded in 2009, PHP Agency Inc. is a tech-enabled national field marketing organization (FMO) headquartered in Addison, Texas. With over 27,000 licensed agents nationally in 49 states and Puerto Rico, PHP’s agents have educated and served over 450,000 American families. PHP partners with leading insurance and annuity carriers and provides part-time or full-time opportunities to those seeking careers as life insurance agents. For more information, visit www.phpagency.com.
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