Vice President of Client Services (Insurance)

Location: Dallas, Texas, United States

Company

hirify.global is an independent distributor of life, health, and wealth insurance products with a strong insurtech focus. The company supports independent agents and clients nationwide.

What you will do

• Act as the primary liaison between field distribution and home office operations.
• Build relationships with field leaders, agents, carrier partners, and internal stakeholders.
• Mediate field disputes, investigate complaints, and support consistent enforcement of conduct standards with Compliance and Legal.
• Strengthen carrier relationships and help resolve underwriting, service, placement, and retention matters.
• Partner with Operations, Technology, Licensing, Contracting, and Compliance to improve workflows, service delivery, and agent experience.
• Oversee home office facilities, workplace vendors, maintenance, and workplace initiatives.

Requirements

• 7+ years of leadership experience in insurance distribution, financial services, agency operations, field support, or a related industry.
• Experience supporting field sales organizations, independent agents, brokers, advisors, or contractor-based sales teams.
• Strong conflict resolution, mediation, relationship management, communication, and stakeholder-influence skills.
• Experience handling sensitive conversations, investigations, documentation review, interviews, and issue resolution.
• Ability to travel domestically and engage directly with field leaders and agents.
• Proficiency with reporting tools, dashboards, and business reporting.

Nice to have

• Experience in life insurance, annuities, financial distribution, IMO, FMO, MGA, or brokerage organizations.
• Background in field relations, field engagement, distribution relations, or agent success.
• Experience managing operational or placement teams and partnering with Compliance and Legal on investigations.
• Experience with Power BI or similar business intelligence tools.
• Experience leading process improvement and technology adoption initiatives.

Culture & Benefits

• People-first, family-like work environment focused on collaboration, accountability, communication, and alignment.
• Opportunity to work in a hyper-growth insurance and insurtech organization.
• Competitive compensation package and benefits for employees and families.
• Support for professional growth and career development.