Six v. American Fidelity Corporation

CourtDistrict Court, W.D. Oklahoma
DecidedApril 28, 2023
Docket5:22-cv-00175
StatusUnknown

This text of Six v. American Fidelity Corporation (Six v. American Fidelity Corporation) is published on Counsel Stack Legal Research, covering District Court, W.D. Oklahoma primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Six v. American Fidelity Corporation, (W.D. Okla. 2023).

Opinion

IN THE UNITED STATES DISTRICT COURT FOR THE WESTERN DISTRICT OF OKLAHOMA

BRIANNE SIX, ) ) Plaintiff, ) ) v. ) Case No. CIV-22-175-SLP ) AMERICAN FIDELITY ASSURANCE ) COMPANY, ) ) Defendant. )

O R D E R Before the Court is the Motion for Summary Judgment and Brief in Support [Doc. No. 27] filed by Defendant American Fidelity Assurance Company (“American Fidelity”). It is at issue. See Pl.’s Resp. [Doc. No. 32]; Def.’s Reply [Doc. No. 37]. Plaintiff filed suit against American Fidelity, alleging unlawful retaliation and interference in violation the Family and Medical Leave Act of 1993 (“FMLA”), and unlawful gender discrimination in violation of Title VII of the Civil Rights Act of 1964. See Am. Compl. [Doc. No. 17]. American Fidelity has moved for summary judgment on each of Plaintiff’s claims. For the following reasons, the Motion is DENIED. I. Governing Standard Summary judgment is warranted “if the movant shows that there is no genuine dispute as to any material fact and the movant is entitled to judgment as a matter of law.” Fed. R. Civ. P. 56(a). An issue is “genuine” if the evidence in the record would permit a reasonable jury to find in favor of the nonmoving party. Matsushita Elec. Indus. Co. v. Zenith Radio Corp., 475 U.S. 574, 587 (1986). “Material” issues of fact include those “that might affect the outcome of the suit under the governing law.” Anderson v. Liberty Lobby, Inc., 477 U.S. 242, 248 (1986). The Court’s function is not to weigh the evidence, but to determine whether there is a genuine issue for trial. Id. at 249; see also Roberts v. Jackson

Hole Mountain Resort Corp., 884 F.3d 967, 972 (10th Cir. 2018). In doing so, the Court “view[s] the factual record and draw[s] any reasonable inferences therefrom in the light most favorable to the nonmoving party.” Adams v. Am. Guarantee & Liab. Ins. Co., 233 F.3d 1242, 1246 (10th Cir. 2000). II. Undisputed Material Facts1

American Fidelity is a company that provides voluntary supplemental health insurance and tax-deferred annuities to its clients through the United States. Plaintiff began working for American Fidelity as a customer service representative on May 2, 2007. On or about April 14, 2018, she transitioned into a management-level role in American Fidelity’s Enrollment Solutions division.2 As a supervisor, Plaintiff oversaw a team of

nine enrollment technicians. These technicians work with American Fidelity’s salespeople “to build the platform for the customers to allow their employees to enroll in [American Fidelity’s] products.” Def.’s UMF ¶ 14. As a supervisor, Plaintiff was responsible for conducting monthly one-on-one meetings with each enrollment technician on her team.

1 The Court includes facts that are material, supported by the summary judgment record, and not genuinely disputed. See Fed. R. Civ. P. 56(c).

2 Plaintiff was offered the role of “Team Leader, Product Only Enrollment” but the title of the position later changed to “Supervisor, Product Only Enrollment.” Def.’s UMF ¶ 11. Because she was expected to answer her subordinates’ questions, Plaintiff was required to have vast substantive knowledge about American Fidelity’s insurance products. When Plaintiff became a supervisor, she reported to Amy Pledger. Plaintiff met

with Ms. Pledger on or about June 1, 2019 for her annual review.3 Ms. Pledger rated Plaintiff as a 2.0 out of 4.0, which signaled that Plaintiff’s “performance met some but not all of the duties and competencies as defined in the job description, and may represent a growing knowledge base as [she] continues to learn in the position.” [Doc. No. 27-9] at 2. Specifically, Ms. Pledger observed that “[s]ometimes [Plaintiff’s] emotions get the best of

[her] and that comes across negatively in meetings or in conversation within the office.” Id. Ms. Pledger concluded: “Conflict and discussion is good but it needs to be constructive and being open to other opinions or ideas is important in leadership.” Id. The following year, Ms. Pledger raised Plaintiff’s rating to a 3.0 out of 4.0, which indicated her “performance was consistently at and sometimes above the duties and

competencies as defined in the job description.” [Doc. No. 32-4] at 1. Ms. Pledger commented: I have seen a tremendous amount of growth in you this past year. Your confidence and willingness to speak up in meetings is a direct result of your increase in knowledge about the system and the department. . . . I am happy to have you on the team and you have done a great job this year. I encourage you to work on constantly improving and [to] continue to gain more knowledge.

3 American Fidelity misstates the date of this review: it occurred in 2019, not 2020. Compare Def.’s UMF ¶ 16 (listing June 1, 2020), with 2019 Annual Review [Doc. No. 27-9] (listing June 1, 2019). Though Plaintiff disputes this fact, her challenge rests entirely on this discrepancy—not on the existence or substance of the 2019 review. Id. at 1–2. In March 2021, Kyle Ramsey became Plaintiff’s supervisor following a restructuring in the division.4 On or about June 1, 2021, Mr. Ramsey conducted Plaintiff’s

annual review and rated Plaintiff as a 3.0 out of 4.0. Mr. Ramsey’s developmental comments read: Moving forward I expect [Plaintiff] to continue building her relationship with her new colleagues. I want her to be a coach to them and help guide them through the issues that they are coming across in the new states they are working. I want her to be proactive to help them get training, when necessary, mentoring them through difficult enrollment issues by helping them get answers and to continue strengthening her relationship and trust with them. Building her relationship with the field in her new territory is critical to our success. She needs to gain their trust so that when an issue comes up or if there is a process in a specific state’s case build that needs to be evaluated, she can approach them constructively and they will not immediately shut her out. I want her to be proactive as the senior most Product Only Supervisor and emerge as the clear-cut leader out of the two Supervisors. I want her to continue providing feedback and opinions in the team meetings and be open minded to new ideas [that] are presented that may differ from her viewpoint. She needs to continue to build her setup knowledge base as well as how it correlates with the data team. It may be wise to look at some trainings. It’s important that she has a complete understanding of the Product Only offering to ensure that she can be solutions oriented and see the gray area’s [sic] of her position. [Doc. No. 27-11] at 3. Plaintiff left the meeting believing she was “doing a good job.” Six. Dep. [Doc. No. 32-1] at 150:15–20. Similarly, Mr. Ramsey agreed he did not perceive the meeting as a counseling session.

4 Though Plaintiff had previously been responsible for the West Coast region, she assumed responsibility for the East Coast region following the restructuring. But in June or July 2021, Mr. Ramsey began “receiving some feedback from members of [Plaintiff’s] team about her knowledge” and “about her tact with the team.”5 Ramsey Dep. [Doc. No. 27-10] at 37:19–38:3. A third-party administrator approved

Plaintiff’s request to take continuous FMLA leave from August 26 through October 11, and intermittent FMLA leave between October 6 and December 31, 2021.

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Six v. American Fidelity Corporation, Counsel Stack Legal Research, https://law.counselstack.com/opinion/six-v-american-fidelity-corporation-okwd-2023.