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About Us | Executive Bios

Dawn Morgan, RHU
Ms. Morgan has 20 years of experience in the health insurance industry and has been with CFBS since 1992. Her experience in self-funded health plans for small groups is second to none. She has excellent relationships with numerous agents in our marketplace, and has a tremendous command of presentation and sales skills. Ms. Morgan has researched and presented CE programs for various industry associations and agencies throughout the Mid-Atlantic region.  Topics covered in her courses include HIPAA and COBRA Regulations, self-funding, advanced self-funding, managed care, Maryland small group reform, Health Savings Accounts,  Health Reimbursement Arrangements, and legislative updates. She has been a leading performer and Vice President of Sales for many years with CFBS.  Prior to joining Client First, she worked in support roles for a local TPA in the areas of billing, enrollment and Section 125 administration; a worldwide insurance broker; and a life agency.

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