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Wheeler v. Jackson National Life Insurance
159 F. Supp. 3d 828
| M.D. Tenn. | 2016
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Background

  • Wheeler worked as an Internal/"Floating" Internal Wholesaler (FIW) for JNL; FIW duties required on-site attendance and logging into a monitored telephone "Queue" to take inbound calls (primary, essential function).
  • Wheeler has episodic disabilities (bipolar disorder, narcolepsy, etc.), previously took FMLA leave, and JNL had previously accommodated him (job restructuring to FIW, intermittent and general leaves).
  • Between Apr 24 and Jul 12, 2013, records showed Wheeler absent from the office or not logged into the Queue on 34 of 58 work days; JNL reconciled those absences as using his available FMLA time and concluded he exhausted his rolling 12-week entitlement as of July 5, 2013.
  • Wheeler's treating doctors later advised JNL that his conditions would likely cause unpredictable, ongoing flare-ups making regular, predictable attendance unlikely in the foreseeable future.
  • JNL offered a temporary unpaid general leave while it consulted his physicians, then concluded leave would not render Wheeler able to perform essential FIW functions and terminated him on August 9, 2013.
  • Wheeler sued under the ADA (and Tennessee Disability Act), FMLA (interference and retaliation), Tennessee common law and TPPA claims; cross-motions for summary judgment were filed.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
ADA/TDA discrimination — qualified individual (attendance) Wheeler contends he was qualified; could perform duties (sometimes remotely) and JNL accommodated him before. JNL: on-site, regular attendance and Queue logging are essential; Wheeler could not reliably perform them due to unpredictable, episodic conditions. Court: Attendance and on-site Queue work are essential; Wheeler was not a "qualified" individual because he could not regularly and predictably attend; summary judgment for JNL.
ADA/TDA failure to accommodate Wheeler sought ongoing, open-ended intermittent leave as reasonable accommodation. JNL: unlimited/unpredictable leave is unreasonable as a matter of law and would fundamentally alter the job. Court: Open-ended intermittent leave is unreasonable; JNL entitled to summary judgment.
ADA failure to engage in interactive process Wheeler asserts JNL failed to engage adequately in interactive process. JNL: interactive-process duty does not save him where the proposed accommodation was unreasonable or impossible. Court: Because proposed accommodation was unreasonable and medical evidence showed no likely improvement, no actionable failure to engage; judgment for JNL.
FMLA interference / retaliation Wheeler asserts JNL improperly reconciled/denied FMLA, exhausted his leave incorrectly, and retaliated for exercising FMLA rights. JNL: reconciled May–July absences based on records; Wheeler exhausted leave; termination lawful where employee cannot return at end of FMLA. Court: Reconciliation supported; no entitlement to additional FMLA; no evidence of retaliatory intent or causation; summary judgment for JNL.

Key Cases Cited

  • Gantt v. Wilson Sporting Goods Co., 143 F.3d 1042 (6th Cir. 1998) (excessive absenteeism can render an employee not "qualified" under the ADA)
  • Brenneman v. MedCentral Health Sys., 366 F.3d 412 (6th Cir. 2004) (attendance requirements may be essential and preclude ADA protection)
  • E.E.O.C. v. Ford Motor Co., 782 F.3d 753 (6th Cir. 2015) (en banc) (regular, in-person attendance is an essential function of most interactive jobs)
  • Samper v. Providence St. Joseph Med. Ctr., 675 F.3d 1233 (9th Cir. 2012) (request for ongoing, unpredictable leave unreasonable as accommodation)
  • Waggoner v. Olin Corp., 169 F.3d 481 (7th Cir. 1999) (employer need not tolerate erratic, unreliable attendance as accommodation)
  • Corder v. Lucent Techs., 162 F.3d 924 (7th Cir. 1998) (open-ended, unpredictable leave is not a reasonable accommodation)
  • EEOC v. Yellow Freight Sys., Inc., 253 F.3d 943 (7th Cir. 2001) (regular attendance generally an essential job function)
Read the full case

Case Details

Case Name: Wheeler v. Jackson National Life Insurance
Court Name: District Court, M.D. Tennessee
Date Published: Jan 4, 2016
Citation: 159 F. Supp. 3d 828
Docket Number: Civil No. 3:14-cv-0913
Court Abbreviation: M.D. Tenn.