Sarco v. 5 Star Financial, LLC

CourtDistrict Court, W.D. Virginia
DecidedMarch 24, 2022
Docket5:19-cv-00086
StatusUnknown

This text of Sarco v. 5 Star Financial, LLC (Sarco v. 5 Star Financial, LLC) is published on Counsel Stack Legal Research, covering District Court, W.D. Virginia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Sarco v. 5 Star Financial, LLC, (W.D. Va. 2022).

Opinion

UNITED STATES DISTRICT COURT WESTERN DISTRICT OF VIRGINIA HARRISONBURG DIVISION JOSHUA M. SARCO, ) Plaintiff, ) ) Civil Action No.: 5:19-cv-00086 ) ) By: Michael F. Urbanski 5 STAR FINANCIAL, LLC, ) Chief United States District Judge (d/b/a “ARMED FORCES ) BENEFIT ASSOC.) ) Defendant. ) MEMORANDUM OPINION This matter comes before the court on a motion for summary judgment by the defendant, 5 Star Financial, LLC (d/b/a “Armed Forces Benefit Assoc.) (““AFBA”). ECF No. 55. Defendant submitted an accompanying memorandum in support of its motion. ECF No. 56. All parties agreed to submission of the motion without a hearing. ECF No. 70. The motion has been fully briefed and is ripe for disposition. This motion for summary judgment concerns the two remaining counts—Count 1: Gender Stereotype Nonconformity Discrimination under Title VII of the Civil Rights Act of 1964, as amended, 42 U.S.C. § 2000¢ et seq. (“Title VII”) and Count 2: Sexual Orientation Discrimination under Title VII. Count 3: Hostile Work Environment under Title VII was dismissed with prejudice after the court granted in part the defendant’s motion to dismiss. See ECF No. 34. For the reasons discussed below, the court GRANTS AFBA’s motion for summary judgment on both counts. I. BACKGROUND On or about August 17, 2015, Joshua Sarco (“Sarco”), Plaintiff, was hired as a customer setvice tepresentative (CSR) by AFBA, a Virginia life insurance company that primarily

services military families. Am. Compl., ECF No. 17 at 2. When he was hired, he signed the EEO-1 Data Form, which promised that AFBA was an equal opportunity employer and did not discriminate on the basis of race, color, religion, gender, age, national origin, disability, sexual orientation, or any other classification protected by law. Id.; EEO-1 Data Form Exhibit, ECF No. 17-1. Sarco claims everyone in the office knew he was gay because he was open about his sexual orientation and had “effeminate mannerisms and clothing, long hair, flamboyant apparel, and a high-pitched voice which resulted in some clients presuming he was female on the phone.” Am. Compl, ECF No. 17 at 3. The typical duties of a customer service representative included interacting with military members and their families by phone to answer questions about AFBA benefits and services. Id. at 3. Sarco also had sole responsibility for verification and correction of scanned customer benefits applications, whereas other customer service reptesentatives had sole responsibility for other discrete tasks, including claims and underwriting responsibilities. Id.; Memo. in Supp. of Mot. for Summ. J., ECF No. 56 at 4. The job description of a CSR indicates the role included “handling ‘incoming calls from customets and market pattners accurately and courteously,’ ‘returning calls from messages promptly,’ [and] ‘performing duties generated by phone calls —update all record information, make follow up calls, generate correspondence,

process terminations and changes[.]”” Id, at 4, [8 (citing Ex. 1, 4). Sarco’s first performance evaluation on December 29, 2015, indicated that he was performing very well—he was described as “excellent,” “knowledgeable,” “proactive,” and an employee who “accomplishes an outstanding volume of work,” and “strives to accomplish tasks thoroughly and accurately.” Am. Compl., ECF No. 17-1 at 3. However, over time, his

performance declined. Decl. of Amy Wenger, ECF No. 56-1 at 3, 49. During 2017, after Sarco’s supervisors, Tad Shuey (“Shuey”) and Amy Wenger (“Wenger”), started to receive customer and coworker complaints, they became aware that Satco was not performing his job satisfactorily. Memo. in Supp. of Mot. for Summ. J., ECF No. 56 at 4. According to Shuey and Wenger, Sarco was not completing verifications efficiently, instead waiting until late in the month to complete them. Id. at 10. He made mistakes, ignored his other job duties, and thus created more work for his coworkers. Id. He also often made mistakes when confirming the accuracy and completements of allotments, which are authorizations signed by National Guard members for paycheck withholding of ptemiums. Id. (citing Ex. A {| 4, 11). When Ashley Geary (“Geary”), one of Satco’s other supervisors, noticed Sarco was struggling, she tried to help him get organized by placing calendars near the scanner and his desk showing the monthly verifications deadline and by asking him to complete some verifications each day instead of waiting until the end of the month. Id. at 11 (citing Ex. E 8, Ex. N J 10). Sarco also took many smoke breaks a day, five to six on average, that each lasted about 10 to 15 minutes. Id. at | 37. During these breaks, he was leaving his coworkers to take his share of customer calls. Id. Coworkers also complained that he was regularly vaping in the bathroom and in his office, even though vaping in the office was not permitted. Id. at { 38. He performed less work than his coworkers, noting 665 phone contacts from July 1, 2018, to January 25, 2019, while Ms. Stinedurf and Ms. Jackson handled about 2,086 and 2,795 calls during that period, respectively. Id. at 12, | 39. Additionally, Sarco had been seen on YouTube during work multiple times. See id. at

12-14, On some occasions he was uploading videos, while on others he was watching videos. Id. Sarco claims that he was mostly just listening to music. Req. for Admis., ECF No. 64-1 at 28, 13. AFBA asked Sarco not to use YouTube and the internet so often, specifically mentioning this during Sarco’s final November 2018 counseling session, but he did not improve his behavior. Memo. in Supp. of Mot. for Summ. J., ECF No. 56 at 12, 13. AFBA had multiple meetings with Sarco throughout 2017 and 2018 in an effort to have him improve his performance. Id. at 14, {] 46. In early June 2017, Shuey and Wenger met with Sarco to discuss his failure to respond to customer calls. Id. On July 18, 2017, they held an official counseling session with Sarco, and Wenger told Sarco that customers were continuing to complain that he was not tetutning their voicemails. Id. Phone records from the second half of June 2017 showed that Sarco had received 26 voicemails and returned only three calls. Id. Shuey and Wenger emphasized that continued failure to respond to customer calls was unacceptable, and Wenger noted that when she pulled Sarco’s call information from Vonage, she saw that he had “not been doing this part of [his] job for a long time.” Id. Sarco responded by stating that he hoped to “impress [Shuey and Wenger] and fix those issues,” and said he “fully [understood] that [his] job depends on it.” Id. {| 47 (citing Ex. G at 111:18—-20, Ex. Q). He also admitted that he “probably could have done better...” and that he needed to improve. Id. (citing Ex. G at 78:12, 112:21-113:15). In January 2018, Wenger had to talk to Sarco again after three coworkers complained he was again vaping in the bathroom. Id. at | 48 (citing Ex. R). He responded to this disciplinary meeting by saying that he “fully recognize[d] the severity of [his] actions” and wanted “to prove [his] devotion to [his] company and co-workers by going above and

beyond...to make this right.” Id. However, he seemed to consider Wenger’s directions to be more of a request than an order. Id. (citing Ex. G at 75:22-76:4). Sarco continued to have problems with his job performance. In February 2018, another employee, Lisa Turner, had to ask him twice to return a customer call, and in March 2018, Turner attempted to transfer a call to Sarco, but when she did, he transferred it to a different employee, Autumn Bird, without explanation. Id. at {] 49. Customers also continued to complain. Id. (citing Ex. Y).

Free access — add to your briefcase to read the full text and ask questions with AI

Related

McDonnell Douglas Corp. v. Green
411 U.S. 792 (Supreme Court, 1973)
Anderson v. Liberty Lobby, Inc.
477 U.S. 242 (Supreme Court, 1986)
Price Waterhouse v. Hopkins
490 U.S. 228 (Supreme Court, 1989)
Hazen Paper Co. v. Biggins
507 U.S. 604 (Supreme Court, 1993)
Ricci v. DeStefano
557 U.S. 557 (Supreme Court, 2009)
Coleman v. Maryland Court of Appeals
626 F.3d 187 (Fourth Circuit, 2010)
Bonds v. Leavitt
629 F.3d 369 (Fourth Circuit, 2011)
Perini Corporation v. Perini Construction, Inc.
915 F.2d 121 (Fourth Circuit, 1990)
Melvin Moss v. Parks Corporation, (Two Cases)
985 F.2d 736 (Fourth Circuit, 1993)
Dennis Glynn v. EDO Corporation
710 F.3d 209 (Fourth Circuit, 2013)
Reeves v. Sanderson Plumbing Products, Inc.
530 U.S. 133 (Supreme Court, 2000)
Barnett v. Technology International, Inc.
1 F. Supp. 2d 572 (E.D. Virginia, 1998)
McAirlaids, Inc. v. Kimberly-Clark Corporation
756 F.3d 307 (Fourth Circuit, 2014)
Monica Guessous v. Fairview Property Investments
828 F.3d 208 (Fourth Circuit, 2016)

Cite This Page — Counsel Stack

Bluebook (online)
Sarco v. 5 Star Financial, LLC, Counsel Stack Legal Research, https://law.counselstack.com/opinion/sarco-v-5-star-financial-llc-vawd-2022.