County of Trinity CA
Eligibility Specialist I - Overview
THIS POSITION IS LOCATED IN WEAVERVILLE, CA AND REQUIRES IN PERSON ATTENDANCE. INTERVIEWS WILL BE HELD 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.
Eligibility Specialist I The Eligibility Specialist I is the entry-level classification in the Eligibility Specialist series. Incumbents may have prior experience determining eligibility for loans, financial assistance, unemployment or veterans benefits, or publicly or privately funded health, counseling or social services programs; have completed initial classroom training provided as part of the Eligibility Specialist Trainee training program; or may have the required level of education. Incumbents will be placed in a work team and initially may receive classroom instruction prior to being assigned casework and/or tasks. Incumbents will work under close supervision while learning to independently determine public assistance eligibility, and apply knowledge and skills learned from their training in completing eligibility tasks and applying complex regulations. As incumbents gain experience and work toward the journey level in the series, they are expected to work with more independence and have the ability to complete more complex tasks and/or handle larger client caseloads. Incumbents are expected to progress to the journey-level Eligibility Specialist II upon completion of one year of satisfactory performance in the entry-level Eligibility Specialist I classification.
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.
Duties (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 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 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.
Employment Standards Knowledge and ability requirements include awareness of public assistance programs, laws, regulations, procedures, investigative interview techniques, computer terminology, modern office practices, record keeping, principles of mathematics, health insurance plans, and effective customer service. Ability requirements include application of policies and procedures, determination of eligibility, referral creation, fraud detection, data analysis, computer system proficiency, case management, and communication skills.
Minimum Qualifications Pattern 1: One year full‑time experience in an Eligibility Specialist Trainee classification in an Interagency Merit System (IMS) county;
OR
Pattern 2: One year of full‑time experience determining eligibility for health programs, loans, financial assistance, unemployment, or other benefits and two years of clerical work involving public contact;
OR
Pattern 3: Two years of full‑time experience determining eligibility for health programs, loans, financial assistance, unemployment, or other benefits;
OR
Pattern 4: Four years of full‑time clerical work involving public contact, interviewing, math computations, completion of forms or eliciting information from the public;
OR
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. Combined education and experience is measured in semester or quarter units as outlined. If using education, attach transcripts; foreign transcripts must be evaluated for equivalence. Required EEO information is provided below.
Examination Information Online Written Examination – Weighted 100%
The online written examination consists of a multiple‑choice exam with the following four 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.
If conditions warrant, an Experience and Education examination may be conducted in lieu of the Online Written Examination. It is based solely on information from the application and supplemental materials. Candidates must receive a minimum rating of 70% to be eligible.
Examination administration and processing time is approximately two weeks after the closing date of the job bulletin.
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 (including pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.
About Trinity County Trinity County is in Northern California between Shasta County and the Northern Redwood Coast. The county is roughly the size of Vermont, and is home to the Shasta‑Trinity Forest, the largest national forest in California. The 2.1‑million‑acre forest includes five wilderness areas, hundreds of mountain lakes and over 6,200 miles of streams and rivers. Visitors and residents enjoy natural beauty, a rural environment, and spectacular photo opportunities.
Salary Information The county salary series “A–G” denotes the steps. Steps “F” and “G” are based on longevity: step “F” is awarded upon completion of seven years of continuous service and 2.5 years at step “E”; step “G” is awarded upon completion of 10 years of continuous service and 3 years at step “F”.
Important 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 be required as part of the hiring process.
If you meet the requirements stated on this bulletin, you may take the examination. All competitors who pass will be added to the eligible list. Meeting the entry requirements does not assure success in the examination or placement on the eligible list.
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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.
Eligibility Specialist I The Eligibility Specialist I is the entry-level classification in the Eligibility Specialist series. Incumbents may have prior experience determining eligibility for loans, financial assistance, unemployment or veterans benefits, or publicly or privately funded health, counseling or social services programs; have completed initial classroom training provided as part of the Eligibility Specialist Trainee training program; or may have the required level of education. Incumbents will be placed in a work team and initially may receive classroom instruction prior to being assigned casework and/or tasks. Incumbents will work under close supervision while learning to independently determine public assistance eligibility, and apply knowledge and skills learned from their training in completing eligibility tasks and applying complex regulations. As incumbents gain experience and work toward the journey level in the series, they are expected to work with more independence and have the ability to complete more complex tasks and/or handle larger client caseloads. Incumbents are expected to progress to the journey-level Eligibility Specialist II upon completion of one year of satisfactory performance in the entry-level Eligibility Specialist I classification.
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.
Duties (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 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 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.
Employment Standards Knowledge and ability requirements include awareness of public assistance programs, laws, regulations, procedures, investigative interview techniques, computer terminology, modern office practices, record keeping, principles of mathematics, health insurance plans, and effective customer service. Ability requirements include application of policies and procedures, determination of eligibility, referral creation, fraud detection, data analysis, computer system proficiency, case management, and communication skills.
Minimum Qualifications Pattern 1: One year full‑time experience in an Eligibility Specialist Trainee classification in an Interagency Merit System (IMS) county;
OR
Pattern 2: One year of full‑time experience determining eligibility for health programs, loans, financial assistance, unemployment, or other benefits and two years of clerical work involving public contact;
OR
Pattern 3: Two years of full‑time experience determining eligibility for health programs, loans, financial assistance, unemployment, or other benefits;
OR
Pattern 4: Four years of full‑time clerical work involving public contact, interviewing, math computations, completion of forms or eliciting information from the public;
OR
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. Combined education and experience is measured in semester or quarter units as outlined. If using education, attach transcripts; foreign transcripts must be evaluated for equivalence. Required EEO information is provided below.
Examination Information Online Written Examination – Weighted 100%
The online written examination consists of a multiple‑choice exam with the following four 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.
If conditions warrant, an Experience and Education examination may be conducted in lieu of the Online Written Examination. It is based solely on information from the application and supplemental materials. Candidates must receive a minimum rating of 70% to be eligible.
Examination administration and processing time is approximately two weeks after the closing date of the job bulletin.
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 (including pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.
About Trinity County Trinity County is in Northern California between Shasta County and the Northern Redwood Coast. The county is roughly the size of Vermont, and is home to the Shasta‑Trinity Forest, the largest national forest in California. The 2.1‑million‑acre forest includes five wilderness areas, hundreds of mountain lakes and over 6,200 miles of streams and rivers. Visitors and residents enjoy natural beauty, a rural environment, and spectacular photo opportunities.
Salary Information The county salary series “A–G” denotes the steps. Steps “F” and “G” are based on longevity: step “F” is awarded upon completion of seven years of continuous service and 2.5 years at step “E”; step “G” is awarded upon completion of 10 years of continuous service and 3 years at step “F”.
Important 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 be required as part of the hiring process.
If you meet the requirements stated on this bulletin, you may take the examination. All competitors who pass will be added to the eligible list. Meeting the entry requirements does not assure success in the examination or placement on the eligible list.
#J-18808-Ljbffr