Carla Campbell-Jackson v. State Farm Ins.

Court of Appeals for the Sixth Circuit·Decided November 27, 2024·No. 23-1834·Unpublished

Opinion

NOT RECOMMENDED FOR PUBLICATION File Name: 24a0472n.06

Case No. 23-1834

UNITED STATES COURT OF APPEALS FOR THE SIXTH CIRCUIT

FILED

) Nov 27, 2024 CARLA CAMPBELL-JACKSON, KELLY L. STEPHENS, Clerk )

Plaintiff-Appellant, )

) ON APPEAL FROM THE v. ) UNITED STATES DISTRICT ) COURT FOR THE WESTERN STATE FARM INSURANCE, ) DISTRICT OF MICHIGAN Defendant-Appellee. )

) OPINION )

Before:WHITE, STRANCH, and DAVIS, Circuit Judges.

DAVIS, Circuit Judge. Dr. Carla Campbell-Jackson sued her former employer, State Farm Insurance (“State Farm”), for race discrimination under federal and state law after the company fired her following a lengthy tenure with the insurer. After a partial dismissal of Campbell- Jackson’s complaint, she was left with two claims: one for hostile work environment and one for retaliatory discharge. After discovery closed, State Farm filed a motion for summary judgment as to these claims, which the district court granted. On appeal, Campbell-Jackson challenges the earlier partial dismissal as well as the court’s entry of summary judgment in State Farm’s favor. For the following reasons, we affirm the district court’s dismissal of Campbell-Jackson’s race- based termination claim, but we reverse as to her hostile work-environment and retaliation claims.

I.

Background. Campbell-Jackson is an African American woman, who worked for State Farm for nearly thirty years. Campbell-Jackson’s career at the company was marked by steady

progress along a path of increasing responsibility and status. Throughout her tenure, she held various managerial positions, consistently earned positive performance evaluations, and received multiple promotions. In addition to these professional achievements, Campbell-Jackson also earned several insurance-related certifications and received repeated recommendations for various company awards for her exemplary performance.

In September 2014, Campbell-Jackson transferred to State Farm’s Special Investigative Unit (“SIU”) as a claims manager responsible for vetting customers’ insurance claims for fraud at the company’s Kalamazoo, Michigan office. According to Campbell-Jackson, while in this role, she observed a trend in which State Farm employees regularly denied insurance claims filed by African American and other minority customers. (Appellant Br. 11, 24). Over the span of about two years, Campbell-Jackson frequently reported to management this concern as well as instances of alleged discriminatory conduct against State Farm’s minority employees. During this time, at least one State Farm employee described Campbell-Jackson and her repeated complaints as a “continual problem” at the company. (R. 111-33, PageID 1303).

In September 2015, about a year after transferring to the SIU, Campbell-Jackson received a mid-year performance rating of “average”—an appreciably lower score than she had typically received. Campbell-Jackson believed that she had received this unfavorable rating in response to her outspokenness about State Farm’s discriminatory conduct, and she said so to the company’s Vice President of Human Resources, Rich Garcia. In response, Garcia asked Campbell-Jackson to send him information that would demonstrate that her most recent evaluation did not reflect her actual job performance.

On January 20, 2016, Campbell-Jackson followed up by sending Garcia an email containing 50 electronic document attachments that she believed conveyed her strong

performance. She also sent a blind copy of the Garcia email to her personal email address. The email attachments primarily included compliments from co-workers, business reports, and performance memoranda. The attachments also included a claim file that contained the name and social security number of a State Farm vendor—something Campbell-Jackson says she did not realize when she sent the email.

Campbell-Jackson’s inadvertent transfer of the vendor’s data to her personal email address triggered a data loss prevention warning that alerted Celeste Dodson, Campbell-Jackson’s direct supervisor, that Campbell-Jackson had transmitted “sensitive personal information” (“SPI”) outside of the organization. Dodson immediately reported this warning up the chain of command, and State Farm assigned Kelly Park, an employee relations investigator, to investigate the data breach.

By March 2016, this investigation confirmed that Campbell-Jackson had transmitted one item of sensitive personal information and five documents that had been marked as “Internal Use Only” or “Confidential” to her personal email address when emailing Garcia on January 19 and 20, 2016. (R. 111-47, PageID 1354). It also found that she had sent eleven emails “identified as Internal Use Only or Confidential in nature” to external email addresses between December 1, 2014, and February 3, 2016. (R.111-47, PageID 1355–56). Additionally, the investigation revealed that Campbell-Jackson regularly exchanged numerous other communications between her work email address and other external email addresses. So much so, that Park estimated that about 94 percent of emails exchanged with Campbell-Jackson’s email address “appeared to be personal correspondence.” (Id. at PageID 1353). Even though Campbell-Jackson’s excessive emailing practices potentially violated company policy, State Farm did not discuss the matter with her or issue any disciplinary action at that time.

On April 25, 2016, an unidentified person mailed copies of a letter addressed to State Farm’s president, Campbell-Jackson, and certain of the company’s “Hispanish [sic], Muslims, Blacks, and [] Minorities” employees located at its Kalamazoo office. The letter contained racially offensive and derogatory language, including statements such as “Hispanish [sic] are lazy” and “Blacks are uneducated (maybe one or two exceptions) and Muslims are at the bottom of the barrel with the Hispanish [sic].”

When Campbell-Jackson received the letter, she retrieved other copies that were in the mailroom and alerted co-workers to whom the letters were also addressed about the incident. Campbell-Jackson then contacted Dodson and Garcia to inform them of her actions. Campbell- Jackson was not met with the positive reception she expected. Instead, Garcia admonished Campbell-Jackson, stating that retrieving the letters was “not [her] job,” (R. 111-1, PageID 922), and instructed her to “hold tight” while State Farm addressed the situation. (R. 105-2, PageID 720- 21) Similarly, Dodson instructed Campbell-Jackson to “let HR handle [the] matter” and to “stay in [her] lane.” (R. 111-1, PageID 922-23).

About two weeks after the letter incident, on May 9, 2016, Garcia, Park, and Kelly Bever, Vice President of Operations, scheduled a meeting with Campbell-Jackson to discuss her email activity and ultimately terminate her employment. At the meeting, State Farm provided Campbell- Jackson with a portion of the investigation findings regarding her email usage. Campbell-Jackson acknowledged the report’s findings, explained that she sometimes sent work-related items to her personal account out of convenience so she could work on them from home, stated that she knew of other employees who had engaged in similar behavior, and apologized for sending SPI information to her personal email account “if that created a concern.” (R. 111-53, PageID 1380-

83). At the close of the meeting, Garcia informed Campbell-Jackson that it was in State Farm’s best interest that she and the company “part ways.” (R. 111-1, PageID 934).

Procedural History. Campbell-Jackson filed a charge with the U.S. Equal Employment Opportunity Commission (“EEOC”), identifying “race” and “retaliation” as the basis of her discrimination complaint. The particulars of the charge read as follows:

I began working for the above-named employer on or about July 1, 1988, and was last employed as a Section Manager.

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