County of Monterey
Eligibility Specialist I
County of Monterey – Location: Eureka, CA.
Responsibilities
Performs interactive interviews to elicit eligibility information, obtain and or verify financial, employment, tax and personal demographic information and determine eligibility for public assistance programs and services
Analyzes financial and eligibility information to determine initial or continuing eligibility for multiple aid programs
Explains regulations, rules and policies to clients and apprises them of their rights, responsibilities and eligibility for participation in various public assistance programs and services
Ensures accuracy and completion of application and declaration forms
Resolves discrepancies by securing documentation, medical records and confirmation from other agencies
Enters and retrieves numerical and narrative data and issues benefits from an automated computer system
Determines the level of benefits to which the client is entitled by making complex computations and or computer entries and then analyzing the results
Reviews and interprets information provided on a variety of forms both by the client and third parties to assist with eligibility determination
Evaluates clients for and answers questions on Advanced Payment Tax Credits (APTC) related to health care reform
Explains a variety of plan options, costs and individual plan features through Covered California
Monitors on‐going eligibility by obtaining periodic updated information of eligibility factors and takes appropriate actions on changes
Determines need for additional services and makes referrals as needed for employment and other services to outside agencies to assist clients toward self‑sufficiency and directs clients accordingly
Organizes and prioritizes caseload so that necessary case records and documents are processed and updated within specific time limits established by regulation and local policy
Enters and maintains case records, including written narratives, forms and computer documents in a clear and readable format
Troubleshoots task and or case issues to determine appropriate resolution of problems, involving Help Desk as needed
Communicates both orally and in writing with clients and others related to the initial and ongoing eligibility determination while maintaining confidentiality
Responds to questions and complaints of clients in person, by telephone, mail and or email communication
Provides pertinent forms and pamphlets to clients as required
Identifies suspected fraud and makes referrals for investigation
Makes referrals to social service workers as needed
Participates in special projects, studies, work assignments and committees
Prepares correspondence and reports
Performs related duties as assigned
Minimum Qualifications
Pattern 1: One year full‑time experience in an Eligibility Specialist Trainee classification in an Interagency Merit System (IMS) county.
Pattern 2: One (1) year of full‑time experience determining eligibility for health programs, loans, financial assistance, unemployment, or other benefits and two (2) years of clerical work involving public contact.
Pattern 3: Two (2) years of full‑time experience determining eligibility for health programs, loans, financial assistance, unemployment, or other benefits.
Pattern 4: Four (4) years of full‑time clerical work involving public contact, interviewing, math computations, completion of forms or eliciting information from the public.
Pattern 5: Graduation from an accredited four‑year college or university.
Qualifying experience or education may be combined in order to meet the above requirements. When combining education and experience; fifteen (15) semester units or twenty‑two and a half (22.5) quarter units equals six months of experience.
If you are using education to meet the minimum qualifications, you must attach your transcripts to your application. Applicants with foreign transcripts must provide a transcript evaluation that indicates the number of units to which the foreign coursework is equivalent. Transcripts and evaluations may be unofficial; official transcripts may be required upon appointment. Please redact birthdates and social security numbers.
Examination Requirement Online written examination – weighted 100%. The examination consists of multiple‑choice questions in four sections: Data Analysis and Math, Workplace Issues, Grammar and Proofreading, and Reading Comprehension. A minimum rating of 70% is required to be placed on the eligible list.
Drivers License Requirement Some positions in this classification may require possession of a California driver license. Employees who drive on County business must possess a valid California driver license for the class of vehicle driven and meet automobile insurability requirements of the County.
EQUAL EMPLOYMENT OPPORTUNITY The Merit System Services program is committed to equal employment opportunity for all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.
Background Check Prior to hire, candidates must pass a background check, including a criminal records check. Hiring may require additional verification for positions accessing federal tax information. Background requirements include fingerprinting, citizenship verification and local law enforcement checks. A reinvestigation is required ten (10) years from the last check for employees with federal tax access responsibilities.
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Responsibilities
Performs interactive interviews to elicit eligibility information, obtain and or verify financial, employment, tax and personal demographic information and determine eligibility for public assistance programs and services
Analyzes financial and eligibility information to determine initial or continuing eligibility for multiple aid programs
Explains regulations, rules and policies to clients and apprises them of their rights, responsibilities and eligibility for participation in various public assistance programs and services
Ensures accuracy and completion of application and declaration forms
Resolves discrepancies by securing documentation, medical records and confirmation from other agencies
Enters and retrieves numerical and narrative data and issues benefits from an automated computer system
Determines the level of benefits to which the client is entitled by making complex computations and or computer entries and then analyzing the results
Reviews and interprets information provided on a variety of forms both by the client and third parties to assist with eligibility determination
Evaluates clients for and answers questions on Advanced Payment Tax Credits (APTC) related to health care reform
Explains a variety of plan options, costs and individual plan features through Covered California
Monitors on‐going eligibility by obtaining periodic updated information of eligibility factors and takes appropriate actions on changes
Determines need for additional services and makes referrals as needed for employment and other services to outside agencies to assist clients toward self‑sufficiency and directs clients accordingly
Organizes and prioritizes caseload so that necessary case records and documents are processed and updated within specific time limits established by regulation and local policy
Enters and maintains case records, including written narratives, forms and computer documents in a clear and readable format
Troubleshoots task and or case issues to determine appropriate resolution of problems, involving Help Desk as needed
Communicates both orally and in writing with clients and others related to the initial and ongoing eligibility determination while maintaining confidentiality
Responds to questions and complaints of clients in person, by telephone, mail and or email communication
Provides pertinent forms and pamphlets to clients as required
Identifies suspected fraud and makes referrals for investigation
Makes referrals to social service workers as needed
Participates in special projects, studies, work assignments and committees
Prepares correspondence and reports
Performs related duties as assigned
Minimum Qualifications
Pattern 1: One year full‑time experience in an Eligibility Specialist Trainee classification in an Interagency Merit System (IMS) county.
Pattern 2: One (1) year of full‑time experience determining eligibility for health programs, loans, financial assistance, unemployment, or other benefits and two (2) years of clerical work involving public contact.
Pattern 3: Two (2) years of full‑time experience determining eligibility for health programs, loans, financial assistance, unemployment, or other benefits.
Pattern 4: Four (4) years of full‑time clerical work involving public contact, interviewing, math computations, completion of forms or eliciting information from the public.
Pattern 5: Graduation from an accredited four‑year college or university.
Qualifying experience or education may be combined in order to meet the above requirements. When combining education and experience; fifteen (15) semester units or twenty‑two and a half (22.5) quarter units equals six months of experience.
If you are using education to meet the minimum qualifications, you must attach your transcripts to your application. Applicants with foreign transcripts must provide a transcript evaluation that indicates the number of units to which the foreign coursework is equivalent. Transcripts and evaluations may be unofficial; official transcripts may be required upon appointment. Please redact birthdates and social security numbers.
Examination Requirement Online written examination – weighted 100%. The examination consists of multiple‑choice questions in four sections: Data Analysis and Math, Workplace Issues, Grammar and Proofreading, and Reading Comprehension. A minimum rating of 70% is required to be placed on the eligible list.
Drivers License Requirement Some positions in this classification may require possession of a California driver license. Employees who drive on County business must possess a valid California driver license for the class of vehicle driven and meet automobile insurability requirements of the County.
EQUAL EMPLOYMENT OPPORTUNITY The Merit System Services program is committed to equal employment opportunity for all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.
Background Check Prior to hire, candidates must pass a background check, including a criminal records check. Hiring may require additional verification for positions accessing federal tax information. Background requirements include fingerprinting, citizenship verification and local law enforcement checks. A reinvestigation is required ten (10) years from the last check for employees with federal tax access responsibilities.
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