Vice President of Client Services

Integrityis one of the nations leading independent distributors of life health and wealth insurance products. With a strongInsurtechfocus we embrace a broad and innovative approach to serving agents and clients driven by a singular purpose: to help people protect their health and wealth so they can be ready for the good days ahead.

PHPs headquarters office is in Addison Texas (Dallas metroplex). The company was acquired in 2022 and is now aproud part of the Integrity Marketing Group family

PHP 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 PHPs 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 PHPs 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