Job Description

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.

Key Responsibilities

Client Coordination & Engagement Support

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

Client Data, Insight & Targeting

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

CRM System Support

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

Governance & Coordination

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

Collaboration Across the Business

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

Skills, Knowledge and Expertise

Essential:

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).

Desirable:

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.

Location: London or Cheltenham

Benefits

As well as a competitive salary, discretionary annual bonus, and a minimum 24 days of annual leave (with the option to buy or sell up to 5 days using our Annual Leave Flex Benefit), you will also get an excellent benefits package, including flexible, hybrid working, private health insurance, life assurance, income protection, enhanced pension contributions, and occupational maternity and paternity pay.

You will also have access to company volunteering days, an Electric Vehicle (EV) leasing scheme, an employee assistance programme with retail discounts and savings, a generous employee referral scheme, regular sports and social events, and free Cheltenham bus travel.



Benefits band 1

About PoloWorks

PoloWorks is the leading provider of UK-based support services to the insurance market. We have built a strong reputation as dedicated and dependable experts in our field. We pride ourselves on our ability to be flexible, responsive, and knowledgeable.



As a leading service support company and turnkey managing agency, our clients choose us because our staff not only have the expertise but also a profound affinity with their business challenges. Our mission is to support, inspire, and develop the insurers of today and tomorrow.

Our clients, whether digital start-ups or well-established organisations, rely on the PoloWorks team to develop and strengthen their businesses. Our clients' goals are our goals. As such we design and deliver bespoke solutions to their specific business challenges.


Recognised as a

Great Place to Work certified company

and listed among the

Best Workplaces in Financial Services & Insurance

, PoloWorks is proud of its positive culture and commitment to its people. With offices in London and Cheltenham, PoloWorks has ambitious growth plans, offering exciting opportunities for anyone joining us on the next phase of our journey.

It's our mission to unleash the potential in every team, and we know that teams perform best when they are diverse and every team member feels that they belong. It is the unique contributions of all PoloWorks colleagues that drive our success, and we are committed to building an inclusive culture where everyone is empowered to do meaningful work and are recognised for their efforts. To that end, we are committed to providing an environment free of discrimination for everyone.