County of Monterey
Eligibility Specialist I (Location: Trinity County)
County of Monterey, Sacramento, California, United States, 95828
Eligibility Specialist I (Location: Trinity County)
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Eligibility Specialist I (Location: Trinity County)
role at
County of Monterey
Position Information THIS POSITION IS LOCATED IN TRINITY COUNTY
Trinity County, CA – Highlighted in Map Below
Job Location:
Weaverville, CA
Attendance:
In-person only (No teleworking or remote work)
Interviews:
Conducted in person
The Eligibility Specialist classifications determine the eligibility of applicants and recipients for public assistance programs through interactive interviewing and fact gathering; maintain current knowledge of program regulations and procedures necessary for multi-program caseload administration; initiate and process casework through automated systems; identify needs and make appropriate referrals for health, social, and/or employment services; and perform related work as required.
Supervision Incumbents in the Eligibility Specialist I and II classifications typically receive supervision from an Eligibility Supervisor and may receive lead direction from an Eligibility Specialist III.
Responsibilities Examples of Duties (at entry level):
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 ongoing 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
Knowledge Of
General goals and purpose of public social services programs
Laws, rules, regulations, policies and procedures governing eligibility for diverse public assistance programs and related case administrative techniques
Methods and techniques of conducting an investigative interview and information gathering
Computer terminology and computer keyboard arrangement
Modern office practices, methods and procedures
Record keeping practices and procedures
Principles of mathematical calculations
Intricacies of health insurance plans, medical health plan options and associated terminology
Regulations and rules regarding household filing status related to the Affordable Care Act
Cultural and human behavior, including knowledge of self, to interact effectively with clients and staff
Principles and practices of effective customer service
Structure and content of the English language including the meaning and spelling of words, rules of composition and grammar
Modern equipment and communication tools used for business functions and program, project and task coordination
Computers and software programs (e.g., Microsoft software applications) to conduct research, assess information and/or prepare documentation
Ability To
Apply the policies, procedures and programs of the County Social Services Department
Apply the laws, rules and regulations governing eligibility and grant determination for multiple public assistance programs and the case administration of these programs
Identify available resources and communicate with others to obtain and verify information concerning eligibility
Use fact finding techniques and perform in-depth and interactive interviewing
Determine appropriate course of action in emergency situations
Make referrals to appropriate agencies and social service programs
Detect and evaluate potential fraudulent situations
Analyze and interpret written, numerical and verbal data from various sources
Utilize multiple electronic information, social services systems and analyze and interpret such information
Enter and maintain data accurately and timely into a computerized system
Navigate through computer screens and effectively use computer systems, software applications and modern business equipment to perform a variety of work tasks
Identify when computer output is incorrect and make corrections
Process cases manually as required
Plan and organize caseload to ensure work is completed in accordance with regulations relating to eligibility and timeliness
Function effectively in a system with strict deadlines and constant changes
Read, understand, apply and explain complicated and detailed correspondence, reports, regulations and policy directives
Perform a variety of mathematical computations accurately and rapidly
Prepare clear, concise and accurate records and reports
Explain complex rules and programs so they can be understood by people of diverse socio‐economic, cultural and educational backgrounds
Gather, record and correctly evaluate tax filing data, income and additional necessary information required for the determination of eligibility for one or more programs
Explain health insurance plan options and plan details available to clients through the Affordable Care Act
Review a variety of tax documents to obtain needed household filing information
Explain health care reform tax credit implications to clients
Refer clients to other community services as needed
Assess and manage difficult and hostile persons or situations; or call for intervention when appropriate
Interact with people in a courteous manner in person, on the telephone, by mail or email
Work in a fast‑paced, professional office environment and prioritize a wide range of duties with varying time requirements to ensure timely completion
Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax
Establish and maintain cooperative working relationships with the public and staff
Follow written and oral directions and instructions
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 to meet the above requirements. When combining education and experience, fifteen (15) semester units or twenty‑two and a half (22.5) quarter units equal six months of experience
Applicants using education to meet the minimum qualifications must attach transcripts. Foreign transcripts must be evaluated for equivalency. Transcripts may be unofficial; official transcripts may be required upon appointment. Redact birthdates and social security numbers
EXAMINATION INFORMATION The online written examination is weighted 100% and consists of four (4) test sections:
Data Analysis and Math
Workplace Issues
Grammar and Proofreading
Reading Comprehension
To obtain a position on the eligible list, candidates must receive a minimum rating of 70% on the examination
EQUAL EMPLOYMENT OPPORTUNITY The Merit System Services program is committed to equal employment opportunity for all, regardless of age, ancestry, color, disability, 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.
GENERAL INFORMATION This position is not eligible for visa sponsorship. Applicants must be authorized to work in the United States without the need for visa sponsorship by the start date of employment. A medical examination may be required. A background investigation may also be required.
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Eligibility Specialist I (Location: Trinity County)
role at
County of Monterey
Position Information THIS POSITION IS LOCATED IN TRINITY COUNTY
Trinity County, CA – Highlighted in Map Below
Job Location:
Weaverville, CA
Attendance:
In-person only (No teleworking or remote work)
Interviews:
Conducted in person
The Eligibility Specialist classifications determine the eligibility of applicants and recipients for public assistance programs through interactive interviewing and fact gathering; maintain current knowledge of program regulations and procedures necessary for multi-program caseload administration; initiate and process casework through automated systems; identify needs and make appropriate referrals for health, social, and/or employment services; and perform related work as required.
Supervision Incumbents in the Eligibility Specialist I and II classifications typically receive supervision from an Eligibility Supervisor and may receive lead direction from an Eligibility Specialist III.
Responsibilities Examples of Duties (at entry level):
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 ongoing 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
Knowledge Of
General goals and purpose of public social services programs
Laws, rules, regulations, policies and procedures governing eligibility for diverse public assistance programs and related case administrative techniques
Methods and techniques of conducting an investigative interview and information gathering
Computer terminology and computer keyboard arrangement
Modern office practices, methods and procedures
Record keeping practices and procedures
Principles of mathematical calculations
Intricacies of health insurance plans, medical health plan options and associated terminology
Regulations and rules regarding household filing status related to the Affordable Care Act
Cultural and human behavior, including knowledge of self, to interact effectively with clients and staff
Principles and practices of effective customer service
Structure and content of the English language including the meaning and spelling of words, rules of composition and grammar
Modern equipment and communication tools used for business functions and program, project and task coordination
Computers and software programs (e.g., Microsoft software applications) to conduct research, assess information and/or prepare documentation
Ability To
Apply the policies, procedures and programs of the County Social Services Department
Apply the laws, rules and regulations governing eligibility and grant determination for multiple public assistance programs and the case administration of these programs
Identify available resources and communicate with others to obtain and verify information concerning eligibility
Use fact finding techniques and perform in-depth and interactive interviewing
Determine appropriate course of action in emergency situations
Make referrals to appropriate agencies and social service programs
Detect and evaluate potential fraudulent situations
Analyze and interpret written, numerical and verbal data from various sources
Utilize multiple electronic information, social services systems and analyze and interpret such information
Enter and maintain data accurately and timely into a computerized system
Navigate through computer screens and effectively use computer systems, software applications and modern business equipment to perform a variety of work tasks
Identify when computer output is incorrect and make corrections
Process cases manually as required
Plan and organize caseload to ensure work is completed in accordance with regulations relating to eligibility and timeliness
Function effectively in a system with strict deadlines and constant changes
Read, understand, apply and explain complicated and detailed correspondence, reports, regulations and policy directives
Perform a variety of mathematical computations accurately and rapidly
Prepare clear, concise and accurate records and reports
Explain complex rules and programs so they can be understood by people of diverse socio‐economic, cultural and educational backgrounds
Gather, record and correctly evaluate tax filing data, income and additional necessary information required for the determination of eligibility for one or more programs
Explain health insurance plan options and plan details available to clients through the Affordable Care Act
Review a variety of tax documents to obtain needed household filing information
Explain health care reform tax credit implications to clients
Refer clients to other community services as needed
Assess and manage difficult and hostile persons or situations; or call for intervention when appropriate
Interact with people in a courteous manner in person, on the telephone, by mail or email
Work in a fast‑paced, professional office environment and prioritize a wide range of duties with varying time requirements to ensure timely completion
Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax
Establish and maintain cooperative working relationships with the public and staff
Follow written and oral directions and instructions
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 to meet the above requirements. When combining education and experience, fifteen (15) semester units or twenty‑two and a half (22.5) quarter units equal six months of experience
Applicants using education to meet the minimum qualifications must attach transcripts. Foreign transcripts must be evaluated for equivalency. Transcripts may be unofficial; official transcripts may be required upon appointment. Redact birthdates and social security numbers
EXAMINATION INFORMATION The online written examination is weighted 100% and consists of four (4) test sections:
Data Analysis and Math
Workplace Issues
Grammar and Proofreading
Reading Comprehension
To obtain a position on the eligible list, candidates must receive a minimum rating of 70% on the examination
EQUAL EMPLOYMENT OPPORTUNITY The Merit System Services program is committed to equal employment opportunity for all, regardless of age, ancestry, color, disability, 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.
GENERAL INFORMATION This position is not eligible for visa sponsorship. Applicants must be authorized to work in the United States without the need for visa sponsorship by the start date of employment. A medical examination may be required. A background investigation may also be required.
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