Director of Business Technology
Rachel Saksa is director of business technology for Assurex Global where she manages the technology solutions both in-house for staff, as well as those that are available to the company’s Partners. This includes the internal CRM system; the company’s internal website, Community; and Passport, a web-based application used for collaboration among Assurex Global Partners and their clients to manage local and multi-national corporations’ risk management needs. Previously, Rachel held several positions within the E&O Plus program at Assurex Global, including director of E&O Plus, account manager and account coordinator. In these roles, she supported the sales process for Assurex Agency, Inc.’s E&O products, maintained the client management system for both renewals and new sales, and was involved with the quality management program for the insured Partners. Prior to that, she was the website and Passport coordinator at Assurex Global Corporation. Prior to joining Assurex Global in 2006, she worked as an office manager at Jackson Hewitt Tax Service and completed several advanced courses in tax preparation, including City Tax, Self-Employment and Professional Preparer’s. Rachel has completed commercial insurance and production skills courses through Chubb, as well as E&O Loss Control courses through PIAA of Ohio, Inc. She is also a licensed property and casualty insurance agent. Rachel completed her undergraduate studies at The Ohio State University, where she specialized in family financial management. Earning her MBA in December 2015, Rachel is also a member of Delta Mu Delta.