Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Greg Haggart

Coleman,MI

Summary

Seasoned Entrepreneur with a solid background in business management, operational planning and revenue generation. Hardworking, dedicated and resourceful leader. Ready to leverage experience and drive to pursue new professional challenges. Proactive and motivated entrepreneur with high-energy approach to building and optimizing business operations. Solid understanding of facets such as financial, business and personnel management. Results-driven and industrious with conscientious attention to critical details and big-picture needs. Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.

Overview

11
11
years of professional experience
1
1
Certification

Work History

CEO/Owner

Haggart Enterprises, LLC
07.2012 - Current
  • Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.
  • Built productive relationships with industry partners and competitors to support strategic business objectives.
  • Cultivated forward-thinking, inclusive, and performance-oriented business culture to lead industry in innovation and push progress.
  • Developed key operational initiatives to drive and maintain substantial business growth.
  • Identified new revenue generation opportunities to maximize bottom-line profitability.
  • Increased customer engagement through social media.
  • Monitored online presence of company's brand to engage with users and strengthen customer relationships.
  • Designed and implemented social media strategies to align with business goals.
  • Analyzed marketing plan and social media strategies to identify strategic weaknesses and make recommendations for improvements.
  • Established foundational processes for business operations.
  • Scheduled shoots and set up filming by communicating with talent and crew.
  • Oversaw creative development and filming of different types of video content.

Life & Annuity Agent

AAA Auto Club Group
08.2021 - 12.2023
  • Handled and promptly resolved customer complaints to maintain professional relationships.
  • Followed up on customers' inquiries to assess satisfaction with provided solutions.
  • Resolved caller issues quickly and thoroughly.
  • Informed clients of policies and procedures.
  • Obtained client information by answering telephone calls.
  • De-escalated and resolved customer complaints with punctual, polite and professional service.
  • Established strong customer relationships, building recommendations and loyalty.
  • Called prospective clients in market area to explain products offered and qualify leads.
  • Advised customers about new products and assisted customers in determining best life and annuity product for needs.
  • Assisted customers with navigating bank systems, completing transactions and opening or closing accounts.
  • Processed various transactions with accuracy and according to bank standards and legal requirements.
  • Educated customers about available services, products and bank resources.

Field Underwriter

Equis Financial
06.2020 - 08.2021
  • Maintained high standards of customer service by building relationships with clients.
  • Analyzed customers' financial situations to recommend appropriate life insurance policies.
  • Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Crafted clear, informative reports to explain life insurance policy features and benefits.
  • Marketed life insurance products to increase customer bases and revenue.
  • Increased sales of life insurance products through tactical customer outreach.
  • Negotiated contracts and terms of sale with potential customers.
  • Educated clients on insurance policies and procedures.

Education

BBA - Management & Entrepreneurship

Finlandia University
Hancock, MI
04.2023

Associate of Arts - Business Studies

Mid Michigan Community College
Harrison, MI
04.2014

Associate of Applied Science - Graphic Design

Mid Michigan Community College
Harrison, MI
04.1997

Skills

  • Effective Decision-Making
  • Cross-Functional Collaboration
  • Innovation Management
  • Digital Transformation
  • Ethical Conduct
  • Brand Management
  • Strategic Visioning
  • Market Analysis
  • Business Development
  • New Market Penetration
  • Business Start up
  • Project Management

Certification

  • Licensed life producer - 3 years

Timeline

Life & Annuity Agent

AAA Auto Club Group
08.2021 - 12.2023

Field Underwriter

Equis Financial
06.2020 - 08.2021

CEO/Owner

Haggart Enterprises, LLC
07.2012 - Current

BBA - Management & Entrepreneurship

Finlandia University

Associate of Arts - Business Studies

Mid Michigan Community College

Associate of Applied Science - Graphic Design

Mid Michigan Community College
Greg Haggart