Pictured Left to Right: Nick Koetz – Production and Personal Lines Servicing, Libby Koetz – Accounting Marie Trudeau, CIC – Production including Life and Health, Bob Walter – Commercial and Farm Insurance, Shannen Bodell – Personal Lines Servicing, Judy Walisa, CISR – Office Manager, JoAnna Tobin, Personal Lines Servicing, Jenna Lawrie – Commercial Lines Servicing, Mark A. Willis– Personal and Commercial Production, John Koetz, CIC, CPCU – Agency Principal, Commercial Lines
Bill Mitchell, CIC, CPCU – Production including Commercial Lines
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 40 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 joined W. E. Davis in 2005 but started in the insurance business in 1980 at her father’s agency. She brings a wealth of knowledge to the agency and has many long-term customers from all her years in the business. She is a full-service agent providing personal home, auto and life as well as business insurance and has been an expert in the constantly changing Affordable Care Act (Obamacare) since it became law. In her spare time, Marie likes to volunteer her time to the community and is involved in many organizations.
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.
Shannen started with the agency in in mid-2006 and has over 14-years of 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 and also does research on special programs such as advertising and charitable giving. When not working at the agency, Libby is a makeup artist and a consultant with Mary Kay, Inc. She volunteers at many non-profit associations and enjoys spending time with husband, John and sons, Josh and Nick.
Jenna joined the W.E. Davis team in 2012 and has over 10 years of insurance experience. Her focus in the agency is commercial lines accounts and she enjoys assisting new and existing clients with their business insurance needs. Jenna has her Property & Casualty Insurance license and completed her CISR designation in 2007. She continues to grow her insurance expertise. When she is not in the office, Jenna enjoys spending time with her three children and husband, Drew.
Nick is a third generation Koetz to work at W.E. Davis. He is the son of John and Libby and grandson to Ed Koetz. Nick has been a licensed insurance agent since April 2012 and has been working in the office since high school. Nick helps with policy processing and quoting as well as answering the phones. While his primary focus has traditionally been in personal lines, he is now starting to work with small business accounts. When Nick is not working, he enjoys spending time outdoors and spending time with his new puppy and office dog, Lola.
JoAnna joined the agency in November 2013 in the Personal Lines Department. She came to the agency with over 30 years of experience in the insurance industry, specializing in customer service. She is also a commissioned Notary Public since 2006. JoAnna is an avid reader, enjoys watching British comedies and mysteries and along with her husband Dennis, enjoys bicycling.
Bob’s Insurance career began over 15 years ago and his background is as diverse as they come. With expertise in both the Commercial and Personal sides of Property & Casualty Insurance, Bob has specialized in Farm and Agriculture for most of his career.
When Bob is not working, he enjoys spending as much time as he can with his son, Leo. Bob also enjoys a vast array of outdoor activities such as, cooking, practicing martial arts, and is an experienced and avid drummer.
Mark A. Willis
Mark has been W.E. Davis since September 2017 and comes to the office with over 20 years of experience in the fields of finance, accounting and banking. Mark is a licensed agent in life, health, and property and casualty and also performs office management duties for the agency. In his free time, Mark enjoys spending time with his family, taking part in outdoor activities and working on various projects at his home.
Learn how our agency has grown for almost a century.
John L. Davis supported his family by delivering laundry. His customers knew they could rely upon his dependable service, so when J.L. opened his insurance agency, those customers became his first insureds. In those days, the agency was located downtown on Gay Street.
J.L.’s son, Bill, came back from World War I and entered the agency, which was known as J.L. Davis and Son.
J.L. Jr. left his job at Jeffrey Manufacturing to join his father and brother in the family business. The name was changed to J.L. Davis and Sons. The agency moved to the Grand Theater Building on State Street, across from Capitol Square. When the business grew, Bill and J.L. Jr. divided the accounts. J.L. kept the original name, and Bill Davis moved his office upstairs in the Grand Theater Building.
Bill began the W.E. Davis Company. Both agencies prospered, the J.L. Davis Agency under the leadership of J.L.’s daughter, Ruth Davis Tisdall.
Bill Davis, who wanted to spend more and more time in Florida, took Ed Koetz, the claims adjuster for Ohio Casualty Insurance who serviced the agency, into the business. This gave Bill and his wife, Eydthe, the freedom to travel, and gave Ed the opportunity to purchase the agency gradually. When Bill died, it was decided to retain the company name in his honor.
More space was again required, the building at 147 Thurman Avenue, in the village, was purchased and remodeled.
The unique flavor of the original German residents was preserved in the new offices, since their values were much like those of the agency: honesty, integrity and hard work. Ed Koetz, assisted by his wife, Marilyn, carried on the original “family agency” concept established by J.L. Davis. This concept was further enhanced when John Koetz, Ed and Marilyn’s son, graduated from college and joined the agency.
The agency incorporated under the name, W.E. Davis Insurance Agency, Inc. Like their predecessor, Ed and Marilyn Koetz retired from the agency in 1992 to spend more time traveling together.
The agency outgrew its quarters on Thurman Avenue and moved to its present location in the Brewery District. Once again, the company was able to keep its downtown heritage by moving just six blocks from the old location. John and his wife, Libby, continue to keep the family flavor in the agency. However, W.E. Davis Insurance Agency, Inc. has grown in size and includes many in house service associates and producers of insurance.