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For Companies At a Glance
- Tasks: Coordinate client information and support the Client Engagement Team for a seamless experience.
- Company: Join PoloWorks, a dynamic company in the insurance sector.
- Benefits: Enjoy a competitive salary, flexible working, and generous leave options.
- Why this job: Kickstart your career in client management with broad exposure and impactful work.
- Qualifications: Strong organisational skills and confidence with data; no prior experience needed.
- Other info: Access to volunteering days, social events, and an excellent benefits package.
The predicted salary is between 21500 - 25500 £ per 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.
- Maintain accurate records of clients, prospects and targets within the CRM.
- Encourage consistent and timely use of the CRM across service lines.
- Support coordination of client governance activity, including diarising meetings and engagement touchpoints.
- Work across multiple service areas to understand client coverage.
Essential Skills, Knowledge and Expertise
- Strong organisation and coordination skills.
- Confidence working with data, systems and reporting.
- Excellent written communication skills.
- Ability to manage multiple priorities and work collaboratively.
Desirable
- 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.
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.
Seniority level: Entry level
Employment type: Full-time
Job function: Administrative
Industries: Insurance
Client Coordinator employer: PoloWorks
Contact Detail:
PoloWorks Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Coordinator
✨Tip Number 1
Network like a pro! Reach out to people in your industry, especially those who work 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 common questions for client coordination roles. Think about how your skills match what they’re looking for, and be ready to share examples of your organisational prowess.
✨Tip Number 3
Show off your enthusiasm! When you get the chance to speak with someone from PoloWorks, let them know why you’re excited about the Client Coordinator role and how you can contribute to their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining the PoloWorks family.
We think you need these skills to ace Client Coordinator
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 you can bring your unique background to the table.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at PoloWorks
✨Know Your Client Coordination Basics
Before the interview, brush up on the fundamentals of client coordination. Understand how to manage client data and insights effectively, as this role is all about ensuring accurate and visible information. Familiarise yourself with common CRM systems and be ready to discuss how you would use them to support decision-making.
✨Show Off Your Organisation Skills
This role requires strong organisation and coordination skills, so be prepared to share examples from your past experiences. Think of specific situations where you successfully managed multiple priorities or coordinated activities across teams. Highlighting these skills will show that you're a great fit for the Client Coordinator position.
✨Communicate Clearly and Confidently
Excellent written communication is key in this role. During the interview, practice articulating your thoughts clearly and concisely. You might even want to prepare a few questions to ask the interviewer, demonstrating your interest in maintaining a joined-up client experience across the business.
✨Emphasise Your Teamwork Abilities
Collaboration is crucial in this position, so be ready to discuss how you've worked effectively within a team. Share examples of how you’ve contributed to group projects or supported colleagues in achieving shared goals. This will help convey that you can thrive in a collaborative environment at PoloWorks.
