County of San Mateo
Benefits Analyst III - (Departmental Promotional Only)
County of San Mateo, Redwood City, California, United States, 94061
Overview
The Human Services Agency is currently looking for qualified candidates for the
Benefits Analyst III (BA III)
position. Under general supervision the Benefits Analyst III will perform a variety of tasks for recipients of public assistance in order to provide vocational development and job placement through assessment of customer skills and aptitudes and support of customers through to an ongoing employment situation; perform lead work; train new workers; assist in supervisory functions in the absence of the supervisor; and/or perform eligibility work in units such as Case Management Team (CMT), Foster Care, Intake Processing Center (IPC), Regional offices, or the Service Center. There is currently 1 vacancy: 1 Unit lead with Economic Self-Sufficiency. Benefits Analyst III - Unit Lead - Economic Self Sufficiency Under general supervision, theBenefits Analyst Unit Lead will perform a variety of tasks which may include (but are not limited to) the following: assist in the assigning, directing and reviewing the work of a unit of Benefits Analysts, perform lead work/tasks, train new workers, assist in supervisory functions in the absence of the supervisor, determine eligibility, and work directly with clients in the issuance of public assistance benefits. The ideal candidate will be diplomatic and a team player; will have a working knowledge of Public Assistance programs such as Medi-Cal, CalFresh, General Assistance, Cash Assistance Program for Immigrants, and CalWORKs, and will have the ability to use CalSAWS, MEDS and other ESS systems. In general, duties may include, but are not limited to, the following: Explain, interpret and clarify public assistance laws and regulations, agency resources, procedures to all staff. Conduct case reviews under the direction of supervisor. Develop solutions for emergency problems and expedite delivery of needed services for clients; assist staff with problems/issues in complicated cases. Prepare Fraud Referrals, Claim Determination Reports, overpayment/underpayment, Schedules and Referrals to the Special Investigation Unit. Develop and conduct training in caseload management procedures for new employees and in-service training for lower-level Benefits Analysts. Prepare information for case records; write reports and correspondence. Work with supervisors in developing and conducting individual on-the-job training for new employees assigned to the unit or employees having difficulty in apply policies and procedures. Provide support and guidance to staff in difficult situations, including offering assistance in contact with clients in stressful situations. Conduct refresher training courses one-on-one, with aleads and supervisors, or by units using traditional classroom training, unit meetings, or e-Learning modules. Manage and maintain a caseload; determine eligibility and grant determination for more complex cases. Serve as back-up for the supervisor in their absence (i.e. sick leave, vacation, meetings, etc). Assist with assignment, direction and case work review of a team of Benefits Analysts to ensure proper operation of the unit. Provide staff with program and/or procedural informational resources as well as customer referral resources, both within the county and/or in the community. Participate in special assignments as needed (i.e. workgroups and committees). Manage and maintain a caseload/workload with the ability to multi-task and meet conflicting deadlines in a fast-paced environment. Perform related duties as assigned. Department Status : An applicant must be a current Human Services Agency employee with at least six months (1040 hours) of continuous service in a classified regular, probationary, or extra-help/limited term position prior to the recruitment closing date. Education and Experience:
Any combination of education and experience that would likely provide the required knowledge, skills and abilities is qualifying. A typical way to qualify is two years of experience performing public assistance eligibility work in a welfare department. Knowledge of: Principles and procedures of eligibility determination and grant maintenance. Functions of public social services and agencies. Public assistance laws and regulations. Interviewing techniques. Client problems which require referral for casework services. Modern office procedures, equipment and practices. Principles of training. Principles and practices of the specialty unit to which assigned. Office procedures and practices, including filing and the operation of standard office equipment. Automated systems. Skill/Ability to: Train employees. Resolve casework problems and make recommendations for solution. Interpret and apply welfare laws, rules and regulations. Communicate effectively orally and in writing with people of diverse backgrounds and cultures. Establish and maintain effective working relationships with those contacted in the course of the work. Organize and maintain a heavy workload on a current basis and within set deadlines. Interview effectively and secure the cooperation of customers in obtaining pertinent personal information. Make arithmetic computations quickly and accurately. Utilize data processing systems. Prepare, maintain and interpret reports and records. Work under pressure and with frequent interruptions. Departmental Promotional Only. Only current employees of the Human Services Agency with at least six months (1040 hours) of continuous service in a classified regular, probationary, or extra-help/limited term position prior to the final filing date may apply. Important : Applications for this position will only be accepted online. If you are currently on the County's website, you may click the Apply button. If you are not on the County's website, please go to https://jobs.smcgov.org/ to apply. Responses to the supplemental questions must be submitted in addition to our regular employment application form. A resume will not be accepted as a substitute for the required employment application and supplemental questionnaire. Tentative Recruitment Schedule Final Filing Date:
Tuesday, October 14, 2025 at 11:59 p.m. PST Screening:
Wednesday, October 15, 2025 Civil Service Panel Interviews:
Thursday, October 23, 2025 About the County San Mateo County is centrally located between San Francisco, San Jose, and the East Bay. With over 750,000 residents, San Mateo is one of the largest and most diverse counties in California and serves a multitude of culturally, ethnically, and linguistically diverse communities. The County of San Mateo, as an employer, is committed to advancing equity to ensure that all employees are welcomed in a safe and inclusive environment. The County seeks to hire, support, and retain employees who reflect our diverse community. We encourage applicants with diverse backgrounds and lived experiences to apply. Eighty percent of employees surveyed stated that they would recommend the County as a great place to work. The County of San Mateo is an equal opportunity employer. We seek to hire, support, and retain employees who reflect our diverse community. Analyst: Arlene Cahill (09302025) (Benefit Analyst III - G069)
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The Human Services Agency is currently looking for qualified candidates for the
Benefits Analyst III (BA III)
position. Under general supervision the Benefits Analyst III will perform a variety of tasks for recipients of public assistance in order to provide vocational development and job placement through assessment of customer skills and aptitudes and support of customers through to an ongoing employment situation; perform lead work; train new workers; assist in supervisory functions in the absence of the supervisor; and/or perform eligibility work in units such as Case Management Team (CMT), Foster Care, Intake Processing Center (IPC), Regional offices, or the Service Center. There is currently 1 vacancy: 1 Unit lead with Economic Self-Sufficiency. Benefits Analyst III - Unit Lead - Economic Self Sufficiency Under general supervision, theBenefits Analyst Unit Lead will perform a variety of tasks which may include (but are not limited to) the following: assist in the assigning, directing and reviewing the work of a unit of Benefits Analysts, perform lead work/tasks, train new workers, assist in supervisory functions in the absence of the supervisor, determine eligibility, and work directly with clients in the issuance of public assistance benefits. The ideal candidate will be diplomatic and a team player; will have a working knowledge of Public Assistance programs such as Medi-Cal, CalFresh, General Assistance, Cash Assistance Program for Immigrants, and CalWORKs, and will have the ability to use CalSAWS, MEDS and other ESS systems. In general, duties may include, but are not limited to, the following: Explain, interpret and clarify public assistance laws and regulations, agency resources, procedures to all staff. Conduct case reviews under the direction of supervisor. Develop solutions for emergency problems and expedite delivery of needed services for clients; assist staff with problems/issues in complicated cases. Prepare Fraud Referrals, Claim Determination Reports, overpayment/underpayment, Schedules and Referrals to the Special Investigation Unit. Develop and conduct training in caseload management procedures for new employees and in-service training for lower-level Benefits Analysts. Prepare information for case records; write reports and correspondence. Work with supervisors in developing and conducting individual on-the-job training for new employees assigned to the unit or employees having difficulty in apply policies and procedures. Provide support and guidance to staff in difficult situations, including offering assistance in contact with clients in stressful situations. Conduct refresher training courses one-on-one, with aleads and supervisors, or by units using traditional classroom training, unit meetings, or e-Learning modules. Manage and maintain a caseload; determine eligibility and grant determination for more complex cases. Serve as back-up for the supervisor in their absence (i.e. sick leave, vacation, meetings, etc). Assist with assignment, direction and case work review of a team of Benefits Analysts to ensure proper operation of the unit. Provide staff with program and/or procedural informational resources as well as customer referral resources, both within the county and/or in the community. Participate in special assignments as needed (i.e. workgroups and committees). Manage and maintain a caseload/workload with the ability to multi-task and meet conflicting deadlines in a fast-paced environment. Perform related duties as assigned. Department Status : An applicant must be a current Human Services Agency employee with at least six months (1040 hours) of continuous service in a classified regular, probationary, or extra-help/limited term position prior to the recruitment closing date. Education and Experience:
Any combination of education and experience that would likely provide the required knowledge, skills and abilities is qualifying. A typical way to qualify is two years of experience performing public assistance eligibility work in a welfare department. Knowledge of: Principles and procedures of eligibility determination and grant maintenance. Functions of public social services and agencies. Public assistance laws and regulations. Interviewing techniques. Client problems which require referral for casework services. Modern office procedures, equipment and practices. Principles of training. Principles and practices of the specialty unit to which assigned. Office procedures and practices, including filing and the operation of standard office equipment. Automated systems. Skill/Ability to: Train employees. Resolve casework problems and make recommendations for solution. Interpret and apply welfare laws, rules and regulations. Communicate effectively orally and in writing with people of diverse backgrounds and cultures. Establish and maintain effective working relationships with those contacted in the course of the work. Organize and maintain a heavy workload on a current basis and within set deadlines. Interview effectively and secure the cooperation of customers in obtaining pertinent personal information. Make arithmetic computations quickly and accurately. Utilize data processing systems. Prepare, maintain and interpret reports and records. Work under pressure and with frequent interruptions. Departmental Promotional Only. Only current employees of the Human Services Agency with at least six months (1040 hours) of continuous service in a classified regular, probationary, or extra-help/limited term position prior to the final filing date may apply. Important : Applications for this position will only be accepted online. If you are currently on the County's website, you may click the Apply button. If you are not on the County's website, please go to https://jobs.smcgov.org/ to apply. Responses to the supplemental questions must be submitted in addition to our regular employment application form. A resume will not be accepted as a substitute for the required employment application and supplemental questionnaire. Tentative Recruitment Schedule Final Filing Date:
Tuesday, October 14, 2025 at 11:59 p.m. PST Screening:
Wednesday, October 15, 2025 Civil Service Panel Interviews:
Thursday, October 23, 2025 About the County San Mateo County is centrally located between San Francisco, San Jose, and the East Bay. With over 750,000 residents, San Mateo is one of the largest and most diverse counties in California and serves a multitude of culturally, ethnically, and linguistically diverse communities. The County of San Mateo, as an employer, is committed to advancing equity to ensure that all employees are welcomed in a safe and inclusive environment. The County seeks to hire, support, and retain employees who reflect our diverse community. We encourage applicants with diverse backgrounds and lived experiences to apply. Eighty percent of employees surveyed stated that they would recommend the County as a great place to work. The County of San Mateo is an equal opportunity employer. We seek to hire, support, and retain employees who reflect our diverse community. Analyst: Arlene Cahill (09302025) (Benefit Analyst III - G069)
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