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- Tasks: Coordinate client information and support the Client Engagement Team at PoloWorks.
- Company: Join PoloWorks, a dynamic player in the insurance industry.
- Benefits: Enjoy a competitive salary, flexible working, and generous annual leave.
- Why this job: Kickstart your career in client management with broad exposure and growth opportunities.
- Qualifications: Strong organisation skills and confidence with data are essential.
- Other info: Be part of a supportive team with exciting social events and volunteering days.
The predicted salary is between 21500 - 25500 ÂŁ per year.
Apply for the Client Coordinator role at PoloWorks.
Application Deadline: 30 January 2026
Department: Client Engagement
Location: London or Cheltenham
Compensation: £25,000 – £30,000 / year
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- 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.
Seniority Level: Entry level
Employment Type: Full‑time
Job Function: Administrative
Industries: Insurance
Client Coordinator in Cheltenham employer: PoloWorks
Contact Detail:
PoloWorks Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Coordinator in Cheltenham
✨Tip Number 1
Network like a pro! Reach out to people in your desired field, especially those at PoloWorks. A friendly chat can open doors and give you insider info about the company culture and the role.
✨Tip Number 2
Prepare for the interview by researching PoloWorks and its client engagement strategies. Show us that you understand their mission and how you can contribute to maintaining that joined-up client experience.
✨Tip Number 3
Practice your communication skills! As a Client Coordinator, you'll need to convey information clearly. Try mock interviews with friends or use online resources to refine your pitch.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining the PoloWorks team.
We think you need these skills to ace Client Coordinator in Cheltenham
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Client Coordinator role. Highlight your organisation skills and any experience with data management, as these are key for us at PoloWorks.
Show Off Your Communication Skills: Since excellent written communication is essential, use your application to demonstrate this. Keep it clear, concise, and professional while still showing a bit of your personality!
Highlight Relevant Experience: Even if you don’t have direct experience in insurance or client coordination, showcase any relevant roles or projects that involved teamwork, data handling, or client interaction. We love seeing how your background can fit into our team!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at PoloWorks
✨Know the Role Inside Out
Before your interview, make sure you thoroughly understand the Client Coordinator role at PoloWorks. Familiarise yourself with the key responsibilities and how they align with your skills. This will help you articulate how you can contribute to the team.
✨Showcase Your Organisation Skills
Since strong organisation and coordination skills are essential for this role, prepare examples from your past experiences where you've successfully managed multiple priorities. Be ready to discuss how you keep track of tasks and ensure nothing falls through the cracks.
✨Demonstrate Data Confidence
The role involves working with client data and CRM systems, so be prepared to talk about your experience with data management. If you have any specific examples of how you've used data to support decision-making or improve processes, share those during the interview.
✨Build Rapport with Interviewers
PoloWorks values strong working relationships, so make an effort to connect with your interviewers. Ask thoughtful questions about their experiences and the company culture. This not only shows your interest but also helps you gauge if it's the right fit for you.
