Client Coordinator

Apply for the Client Coordinator role at Polo Works
.

Final date to receive applications: 30 January 2026

Department: Client Engagement

Location: London or Cheltenham

Compensation: £25,000 – £30,000 / year

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.

• 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 touchpoints.
• 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.

• 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).
• Experience in a coordination or support role within a professional services environment.
• Exposure to CRM systems or client data.
• Insurance or technical expertise is not required.

• Competitive salary, discretionary annual bonus, and a minimum 24 days of annual leave (option to buy/sell up to 5 days via 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.
• Employee referral scheme, regular sports and social events.
• Free Cheltenham bus travel.

Entry level

Full‑time

Administrative

Insurance