Bozue v. Mutual of Omaha Insurance Company

CourtDistrict Court, E.D. Missouri
DecidedApril 28, 2021
Docket4:19-cv-01656
StatusUnknown

This text of Bozue v. Mutual of Omaha Insurance Company (Bozue v. Mutual of Omaha Insurance Company) is published on Counsel Stack Legal Research, covering District Court, E.D. Missouri primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bozue v. Mutual of Omaha Insurance Company, (E.D. Mo. 2021).

Opinion

UNITED STATES DISTRICT COURT EASTERN DISTRICT OF MISSOURI EASTERN DIVISION

SUSAN BOZUE, ) ) Plaintiff(s), ) ) vs. ) Case No. 4:19-cv-01656-SRC ) MUTUAL OF OMAHA INSURANCE ) COMPANY, ) ) Defendant(s).

Memorandum and Order Susan Bozue was ready for promotion to General Manager at Mutual of Omaha Insurance Company. Confident in her success as a General Sales Manager, Bozue attended a promising interview and delivered a successful presentation. But she soon learned that Mutual gave the job to Elias Corpas, a man from outside the company, who she believed to be less qualified for the job. Convinced that Mutual’s executives opposed her promotion because of her sex, Bozue resigned. She filed suit against Mutual under Title VII of the Civil Rights Act of 1964 (Title VII), 42 U.S.C. § 2000(e) et seq., and the Missouri Human Rights Act (MHRA), Mo. Rev. Stat. § 213.010 et seq., for sex discrimination, claiming failure-to-promote and constructive discharge. Mutual maintains that it decided to hire Corpas due to neutral factors and that no evidence demonstrates any discrimination due to Bozue’s sex. Mutual moves for summary judgment, Doc. 42, which the Court grants. I. Background and facts Except as otherwise noted, the Court finds the following facts not genuinely in dispute in this case. A. Susan Bozue’s work history at Mutual In the summer of 2013, Susan Bozue applied to be a General Sales Manager at Mutual of Omaha’s Gateway Division in St. Louis. Bozue Dep. 29:6–11. Bozue had experience as an insurance agent, a manager of insurance agents, and a trainer of insurance agents. Bozue Dep.

37:23–38:3. The Assistant General Manager of the Gateway Division, Shawn Powell, told her she “was very qualified” and that “we want you to be the [General] Sales Manager, but we’d like you to become an agent first and show us you can sell.” Id.; Bozue Dep. 37:23–38:3 and 49:6–8. Powell told Bozue that Mutual would promote her to General Sales Manager in three to five months. Id. Bozue asked Powell why she had to be an agent first, and he told her “I don’t know. It doesn’t make sense. We were just told that we can’t bring you on as a manager at this time.” Bozue Dep. 38:5–7 and 38:12–15. The General Manager, Brian Askins, told Bozue at the time that the directive came from “upper [m]anagement.” Doc. 48-11. Bozue began at Mutual as an insurance agent in October 2013. Doc. 48-4. Mutual’s Regional Sales Manager, Gary Tsomous, told Bozue that Mutual required all General Sales

Managers to be agents first. Bozue Dep. 59:5–12. But Mutual did not require the same of its male General Sales Managers. Mutual hired a man named Cody Webster as a Gateway Division General Sales Manager the month before Bozue began working at Mutual. Bozue Dep. 76:23– 77:8 and 192:1–12; Doc. 48-16 at ¶ 19. Mutual also hired two other men, Bob Barnett in 2015 and Paul Rone in 2016, directly as Gateway Division General Sales Managers. Id. Mutual did not first require these three men to work first as agents. Tsomous told Bozue that in order to become a General Sales Manager she needed to attain Bronze status as an agent by getting “30 applications in 90 days” and “bring[ing] on two new agents.” Bozue Dep. 39:24–40:55, 6:24–57:1, 59:13–19. Bozue completed these requirements within 60 days. Id. Over the next months, Mutual changed the requirements for Bozue to become a General Sales Manager four more times, each time mandating that she meet additional sales and recruiting benchmarks in order to attain promotion. Bozue Dep. 56:24–57:1, 59:13 –19, 57:9 – 12, et seq.; Doc. 48-16 at ¶ 18.

In August 2014, after Bozue spent over nine months achieving each new set of requirements, Mutual promoted Bozue to General Sales Manager. Doc. 48-4. As a General Sales Manager, Bozue was responsible for recruiting, training, and coaching agents to achieve certain performance metrics, developing market strategies, and supervising the agents assigned to her. Docs. 48-5, 48-6, 48-7, 48-8. Bozue received praise from her supervisors for her work. Doc. 48 at ¶ 4. For example, Bozue alleges that her second level manager, Regional Sales Director Kirt Cochran, told Bozue that she was “one of our best [General] Sales Managers” and that she was one of his “favorites.” Bozue Dep. 208:22–209:21. Tsoumas also frequently told Bozue that she was “one of the best hires” he had ever made. Id. In 2014, Bozue’s supervisor, Bo Marshall, wrote in her performance review that Bozue

“maintains a great attitude” and “does a great job teaching and coaching the sale of Needs Based products and supporting our IBFA [Insurance Based Financial Advising] culture.” Doc. 48-5. In 2015, Bozue earned the Sales Leader Roundtable award for her performance. Doc. 9; Bozue Dep. 90:15–91:7. She again received praise from Marshall, who complimented her needs-based- selling culture and commented that “she has developed a strong IBFA culture.” Doc. 48-6. In 2016, Bozue earned the Sales Leader Roundtable award again and exceeded her team production goals for the second year in a row. Doc. 48-7; Bozue Dep. 91:21 – 92:4. She also exceeded her career start date agent recruiting goal by 33%. Doc. 48-7. And in early 2017, Bozue ranked 14 out of 100 General Sales Managers in the Net First Year Commission Production category. Bozue Dep. 119:21–23; Cochran Dep. 145:18–146:4. Bozue claims that despite her success as a General Sales Manager, she fought against unequal treatment from her supervisor. Marshall frequently assigned agents with less experience

to her team, while assigning veteran agents to the five other male General Sales Managers in the Gateway Division. Doc. 48-26; Bozue Dep. 193:23–194:11, 199:14–22, 195:7–18, 201:14–19. Due to these staffing assignments, the male General Sales Managers had the potential to earn better commissions from more experienced agents. Id. Although Bozue asked for agents with more experience, Marshall repeatedly denied her requests. Bozue Dep. 197:20–198:9; 196:10– 23, 199:4–22, et seq.; Doc. 48-16 at ¶ 21. Additionally, Bozue reports that Marshall held her to higher standards than the five male General Sales Managers in the Division. Bozue Dep. 215:22–216:19; Doc. 48-16 at ¶ 25. Although Bozue generally performed better than her peers, she says Marshall was critical of her work during weekly meetings, asking harsh questions like “did you do this?” and “why haven’t

you done this?” Id. Bozue claims Marshall did not ask the same questions of the male General Sales Managers. Id. In May 2017, Marshall left his position as the Gateway Division General Manager. Cochran Dep. 122:17–123:4. Bozue’s second level manager, Kirt Cochran, told Bozue to “take over things” and “handle” the Gateway Division offices. Id. Bozue claims that she took on the role of an interim General Manager, but Mutual asserts that Cochran did not treat her as an interim General Manager or give her that role. Cochran Dep. 122:17 – 123:4. Bozue claims she even earned a $7,500 bonus in August 2017 for running the Gateway Division on her own for several months without a General Manager. Bozue Dep. 162:24–163:5; Cochran Dep. 127:21– 24. B. Bozue’s candidacy for the General Manager position In May 2017, Bozue applied for Marshall’s former position as the Gateway Division

General Manager. Doc. 50 at ¶ 2. General Managers are responsible for overseeing the General Sales Managers as well as developing strategies to achieve growth and profitability in their Division. Doc. 48-1. According to Mutual, the qualifications for the General Manager position were: • Broad and seasoned experience in insurance industry with in-depth knowledge of insurance industry practices and trends, current sales methodology, business and personnel; management principles and practices, multi-line insurance fundamentals, state and federal legislation.

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