Client Coordinator

Polo; Cheltenham; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

A leading insurance services company is seeking a Client Coordinator to support the Client Engagement Team. This role involves coordinating client information and ensuring accurate data management within CRM systems while helping maintain a consistent client experience. The ideal candidate will possess strong organization skills and confidence in handling data. An excellent benefits package and a competitive salary are also offered in this permanent position based in London or Cheltenham.

Benefits

Discretionary annual bonus

Minimum 24 days of annual leave

Flexibility in working arrangements

Private health insurance

Life assurance

Enhanced pension contributions

Electric Vehicle (EV) leasing scheme

Free local bus travel

Qualifications

• Strong organisation and coordination skills are essential.
• Confidence working with data, systems, and reporting is required.
• Excellent written communication skills necessary.
• Ability to manage multiple priorities and work collaboratively is critical.

Responsibilities

• Act as a central coordination point for client-related management information.
• Monitor engagement levels across clients to prevent disengagement.
• Maintain accurate records of clients within the CRM.
• Encourage consistent use of the CRM across service lines.

Skills

Strong organisation and coordination skills

Confidence working with data

Excellent written communication skills

Ability to manage multiple priorities

Good general IT skills (Microsoft Office essential)

Tools

CRM systems

Microsoft Office

Job description

Client Coordinator

Application Deadline: 30 January 2026

Department: Client Engagement

Employment Type: Permanent

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.

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 touch‑point.
• 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