About Rise Up Benefits Group and Our Team
Rise Up Benefits Group was founded on a simple belief: insurance should be personal. Today Rise Up Benefits Group helps individuals, families, seniors and businesses navigate health, Medicare, life and supplemental insurance with confidence, through exceptional service, community involvement and long-term relationships.
Insurance should be personal
After years in the insurance industry, founder Viola Lucero recognized the need for a more client-focused approach built on trust, education and personalized guidance. What began as a passion for helping individuals and families has grown into a mission-driven agency serving clients across multiple states from its office in Chandler, AZ.
Today Rise Up Benefits Group helps individuals, families, seniors and businesses navigate health, Medicare, life and supplemental insurance with confidence, through exceptional service, community involvement and long-term relationships.
- Independent We work with major insurance companies, so we compare rather than sell one company’s plans.
- Education first You will know what you have, how to use it, and what it covers.
- A yearly review Plans change every year. We look at yours again so it keeps fitting.
- 5.0 on Google From 49 client reviews, shown on our reviews page exactly as written.
The people who pick up the phone
Click a name to meet each person, see where they are licensed and book time with them.
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Viola Lucero, CLTC
Founder and Licensed Insurance Agent
Viola is a licensed agent who has been placing coverage for individuals and employer groups with an emphasis on building long-term relationships and excellent customer service. Her colleagues describe her as driven and resourceful, someone who always puts her clients' needs and budgets first.
- NPN
- 18355227
- Licensed in
- 29 states and DC
-
Jacob Otero
Life Insurance Agent
Jacob helps Rise Up Benefits Group clients protect the people who depend on them with life insurance that fits their family and budget.
- NPN
- 21547694
- Licensed in
- 15 states
-
Shelby Segerdahl
Medicare and Health Insurance Agent
Shelby helps Rise Up Benefits Group clients with Medicare and with individual and family health coverage, matched to their doctors, prescriptions and budget.
- NPN
- 22348553
- Licensed in
- Arizona, Texas
Why we do this
To empower individuals, families, seniors, caregivers, and businesses through education, advocacy, community resources, and personalized benefit solutions, building lasting relationships through trusted guidance, compassionate support, and meaningful connections.
Where we are headed
To be the first place people turn when they need guidance, resources, protection, or legacy planning, creating stronger families, healthier communities, and brighter futures through education, advocacy, and trusted support.
What RISE stands for
- RRelationship first
Build trust with clients, teammates and community partners.
- IIntegrity always
Do the right thing with honesty, accountability and professionalism.
- SService with excellence
Lead by educating, serving and creating meaningful impact.
- EEmpowering through education
Commit to continuous learning, innovation and personal development.
Education first, every time
- 1
Tell us about you
Your doctors, prescriptions, budget, work and family situation. We ask the right questions first, so the comparison is about you, not a brochure.
- 2
We compare your options
We work with major insurance companies, so we can lay plans side by side and look for every discount you could be eligible for.
- 3
You understand it before you choose
You will know what you have, how to use it, and what it covers. Plain English, no pressure, and the decision is always yours.
- 4
We stay with you
A yearly review as plans change, help with claims and questions all year, and a real person who picks up the phone.
Organizations we belong to
About Rise Up Benefits Group: common questions
Who owns Rise Up Benefits Group?
Rise Up Benefits Group was founded by Viola Lucero, CLTC, a licensed insurance agent based in Chandler, Arizona.
Is Rise Up Benefits Group tied to one insurance company?
No. Rise Up Benefits Group is an independent agency that works with major insurance companies, so we can compare options rather than sell one company's plans.
Does it cost anything to work with Rise Up Benefits Group?
There is no cost for our help. Agents are paid by the insurance company you choose, and the premium is the same as buying directly.
Where is the Rise Up Benefits Group office?
2160 North Alma School Road, Suite 102, Chandler, AZ 85224. Open Monday to Friday, 9 AM to 5 PM. Call ahead to book a time.
When was Rise Up Benefits Group founded?
Viola Lucero founded Rise Up Benefits Group in 2019. After years in the insurance industry, she saw the need for a more client-focused approach built on trust, education and personalized guidance.
What began as a passion for helping individuals and families has grown into an agency serving clients across multiple states from its office in Chandler, AZ.
Who is on the Rise Up Benefits Group team?
Viola Lucero, CLTC, Founder and Licensed Insurance Agent (NPN 18355227); Jacob Otero, Life Insurance Agent (NPN 21547694); Shelby Segerdahl, Medicare and Health Insurance Agent (NPN 22348553).
Each card on this page lists that person's National Producer Number and the states where they are licensed, so you can see exactly who you are talking to.
Can Rise Up Benefits Group help me in my state?
Often, yes. Viola is licensed in 29 states and DC, Jacob is licensed in 15 states, Shelby is licensed in Arizona, Texas. Clients near our Chandler, AZ office can meet in person, and clients everywhere else work with us by phone or video.
Call (480) 300-5776 and we will confirm who can help where you live.
What does RISE stand for at Rise Up Benefits Group?
RISE is our set of core values: Relationship first (build trust with clients, teammates and community partners); Integrity always (do the right thing with honesty, accountability and professionalism); Service with excellence (lead by educating, serving and creating meaningful impact); Empowering through education (commit to continuous learning, innovation and personal development).
They shape how we treat every client, teammate and community partner.
What happens after I enroll in a plan with Rise Up Benefits Group?
We stay with you. Plans change every year, so we review your coverage with you each year to make sure it still fits your doctors, prescriptions and budget.
You can also call us during the year for help with claims, billing or questions about how to use your plan. A real person picks up the phone.
We speak insurance, so you don't have to.
Book a free, no-pressure review with Viola in person in Chandler, AZ, or by phone or video from any state where she is licensed. Bring your questions; leave with answers.
2160 North Alma School Road, Suite 102, Chandler, AZ 85224 (480) 300-5776