Client Coordinator Job at PoloWorks (London or Cheltenham)

Client Coordinator

PoloWorks

Location:
United Kingdom , London or Cheltenham

Category:
Insurance

Contract Type:
Not provided

Salary:

25000.00 - 30000.00 GBP / Year

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Job Description:

The Client Coordinator supports the Client Engagement Team by coordinating client information, insight and activity across third-party services. The role ensures client data is accurate, visible and used to support prioritisation, decision-making and strategy, while helping maintain a joined-up and consistent client experience across the business, including for smaller and mid-sized clients. The role offers broad exposure across multiple service areas and is designed as an entry point into client management.

Job Responsibility:

Act as a central coordination point for client‑related management information across Polo Commercial Insurance Services
Support Client and Operations Managers by preparing client summaries, engagement data and reporting
Monitor engagement levels across smaller and mid‑sized clients to help ensure they do not disengage or lose visibility
Track client touchpoints, actions and follow‑ups to support continuity of engagement
Maintain accurate records of clients, prospects and targets within the CRM
Support the identification of strategic clients, growth opportunities and priority targets
Produce regular client reports for leadership and engagement forums
Highlight trends, risks or gaps in client engagement, such as reduced activity or unclear ownership
Provide insight to support business planning without being responsible for commercial decisions
Encourage consistent and timely use of the CRM across service lines
Support communication of CRM updates or process changes
Use CRM reporting to improve transparency and joined‑up working
Support coordination of client governance activity, including diarising meetings and engagement touchpoint
Assist with preparation of information packs and materials in collaboration with Marketing and service teams
Maintain trackers and registers to support renewals, reviews and agreed actions
Ensure client documentation is accurate, version‑controlled and accessible
Work across multiple service areas to understand client coverage
Support visibility of cross‑service opportunities and dependencies
Feed client insight into internal forums to support joined‑up decision‑making
Build strong working relationships across operational, commercial and support teams

Requirements:

Strong organisation and coordination skills
Confidence working with data, systems and reporting
Excellent written communication skills
Ability to manage multiple priorities and work collaboratively
Good general IT skills (Microsoft Office essential)

Nice to have:

Experience in a coordination or support role within a professional services environment
Exposure to CRM systems or client data

What we offer:

Discretionary annual bonus
Minimum 24 days of annual leave (with the option to buy or sell up to 5 days using our Annual Leave Flex Benefit)
Flexible, hybrid working
Private health insurance
Life assurance
Income protection
Enhanced pension contributions
Occupational maternity and paternity pay
Company volunteering days
Electric Vehicle (EV) leasing scheme
Employee assistance programme with retail discounts and savings
Generous employee referral scheme
Regular sports and social events
Free Cheltenham bus travel

Additional Information:

Job Posted:
January 10, 2026

Expiration:
January 30, 2026

Employment Type:

Fulltime

Work Type:

Hybrid work

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