Meet Our Staff - W.E. Davis Insurance

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W.E Davis Team and Surety Bonds Team

Pictured Left to Right: Nick Koetz – Production and Personal Lines Servicing, Libby Koetz – Accounting Marie Trudeau, CIC – Production including Life and Health Judy Walisa, CISR – Office Manager Jenna Lawrie – Personal Lines Servicing, Julianne Drengler – Insurance and Bond Servicing Shannen Bodell – Personal Lines Servicing Mark Drengler, CPCU – Agency Principal, Surety Bonding Marcia Swetye, CISR – Commercial Servicing Kelley Mitchell – Bond Serving Christie Howard – Bond Servicing John Koetz, CIC, CPCU – Agency Principal, Commercial Lines
Not pictured:
Bill Mitchell, CIC, CPCU – Production including Commercial Lines Gayle McClellan, AFSB – Production including Surety Bonding

We would like to introduce you to the talented people who make up W.E. Davis Insurance Agency.

John Koetz, CIC, CPCU

As the president of the agency, John oversees all areas of agency operation. Commercial insurance, group health, group workers compensation, professional employers and personal insurance are all areas covered by his expertise. With over 32 years experience, John has his CIC (Certified Insurance Counselor) and CPCU (Chartered Property Casualty Underwriter) designations.

Bill Mitchell, CIC, CPCU

Bill has had a long and successful career in commercial insurance risk management and works with our agency in developing new business accounts. He has a wealth of knowledge in areas like Professional Liability and Workers Compensation. He specializes in contracting risks including trades like mechanical and electrical as well as general contracting. He has completed his CPCU (Chartered Property Casualty Underwriter) designation and achieved his CIC (Certified Insurance Counselor) designation in 2008.

Marie Trudeau, CIC

Marie has been with W.E. Davis for just a few years, but she started in 1980 in the Insurance Agency business. Marie brings a wealth of knowledge to the agency and has many existing customers from her many years in the business. She is a full service agent providing personal home, auto and life as well as business insurance. However, she will concentrate her focus at W.E. Davis in the Group Health Insurance field. Marie is involved in a number of volunteer activities, both in our profession and the community.

Judy Walisa, CISR

Judy has been with the agency since 1997. She has a wealth of experience in personal home, auto as well as any related coverage and heads up our Personal Lines Department. If you have questions concerning your home, auto, tenant, condominium, umbrella liability, scheduled articles or any other personal exposure, Judy is our expert! She is committed to education and currently holds the CISR (Certified Insurance Service Representative) designation.

Marcia Swetye, CISR, CPIW

Marcia has over 25 years experience handling commercial lines accounts. She is our newest associate and came to us from a large agency in Montana. Please call on Marcia for any commercial coverage issue or question, including Certificate of Insurance requests.

Jenna Lawrie

Jenna comes to W.E. Davis with six years of experience in helping people with their insurance needs, primarily in personal insurance. She’ll continue to focus in the personal lines area with us. Jenna breezes through our company’s websites, and is meticulous in getting the details correct. She knows all the discounts that are available, making sure our clients are getting the best possible rate. And, she’s always smiling.

When she’s not here at the agency, Jenna is married and has two girls that keep her busy at home too.

Shannen Bodell

Shannen started with the agency in in mid 2006, but she has over 8 years experience in the insurance industry. Shannen keeps track of our claims in the agency and processes personal lines policies and endorsements. Shannen is a licensed insurance agent and is a welcome addition to the W.E. Davis staff.

Libby Koetz, CPIA

Libby handles the bookkeeping of the agency, plus she is a licensed life and health insurance agent. Libby also does research on special programs in the agency such as advertising and charitable giving. Libby devotes time to her Mary Kay Cosmetics business and volunteers at many non-profit associations.

Nicholas Koetz

Nick is a third generation Koetz to work at W.E. Davis. He is the son of John and Libby and is working part time while he attends The Ohio State University. Nick helps with policy processing as well as answering the phones. So you might say “Hi” to him next time you call our office!

All full time agency personnel are licensed insurance agents ready to serve your insurance needs. We are committed to continuing education and always improving our service to you. We welcome your calls.

JoAnna Tobin

JoAnna is our newest staff member, starting in October 2013. She comes to the agency with 30 years of Personal Lines Customer Service and administrative experience in the insurance industry. JoAnna is a licensed agent and currently working on her CISR designation with only 2 classes to go to achieving this goal. In her spare time, JoAnna, along with her husband, enjoy riding their motorcycle, bicycles and enjoying time with their two sons.

W.E. Davis Insurance is here for you when you need us.

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