Charlene Beer, CAIB
As a fleet and cargo insurance specialist for truck drivers across the Okanagan, Charlene Beer sees herself as more than a commercial broker; she’s a part of each driver’s team.
Charlene got her start in insurance in 2001, selling Autoplan and personal lines insurance for several years before joining the now dissolved Silver Star Insurance Agencies, known in the valley as the place to get fleet and cargo insurance. For Charlene, this niche was a perfect fit: She enjoys the personable nature of her clients, and they appreciate her tenacity. An expert in ICBC prorate and commercial auto, Charlene enjoys helping her clients obtain the proper paperwork, getting great rates and looking out for them when it comes to claims.
In 2014, Charlene was able to bring her extensive experience in fleet and cargo insurance to Baron, where she now heads a growing fleet and cargo department. Charlene enjoys being able to make clients’ lives easier and save them money by taking on paperwork or leasing company calls.
At Baron, Charlene appreciates having access to big markets and strong ties to underwriters as well as working for a small, family-owned business committed to supporting staff and contributing to the community where she grew up.
Charlene earned her Canadian Accredited Insurance Brokers (CAIB) designation in 2006, and she’s also licensed to sell life and disability insurance.