Becky Lopez

Your Team


Becky Lopez

Account Executive

  • Overview

    Ms. Lopez joined CBIZ Benefits & Insurance Services as an Account Executive in September 2002. She is primarily responsible for leading the mid-market team and providing consultative health, dental, vision, disability, and life insurance account services for mid-market size client groups ranging in size from 51 to 300 employees. Ms. Lopez has extensive knowledge and expertise in fully insured, level-funded, and self-funded medical, dental, life, and disability employer-sponsored welfare benefit plans. She also knows wellness programs, EAP’s, voluntary benefits, COBRA, Section 125 plans (Flexible Spending Accounts), Health Savings Accounts (HSA), Health Reimbursement Accounts (HRA), and the Affordable Care Act employer requirements. Becky works diligently with the CBIZ Benefits Team to ensure her clients experience exceptional customer service. Ms. Lopez has 20 years of employee benefits experience. Before CBIZ, she served as a Customer Service and Enrollment Representative for HealthNet. She was responsible for providing the team with complete policy and procedure manuals, servicing group clients with a resolution, processing new enrollments, terminations, and any system plan changes. She worked directly with brokers, employers, and employees assisting with day-to-day service. Ms. Lopez holds a Life, Health, and Accident license in the State of Arizona and is actively taking courses to complete the Certified Employee Benefits Specialist (CEBS) designation. She frequently attends seminars regarding healthcare trends, compliance, COBRA, HIPAA, and other areas affecting employer benefits.

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  • Industry Expertise

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