Eligibility Specialist I/II - Los Angeles, United States - CalHR

Description

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.

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 EXERCISED AND RECEIVED

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 may include, but are not limited to, the following:
(For Eligibility Specialist I, duties are performed at the 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 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

EMPLOYMENT STANDARDS

Note:

The level and scope of the knowledge and skills listed below are related to job duties as distinguished between the two levels in the Definition section.

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 theAffordable 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


ELIGIBILITY SPECIALIST I:

Pattern 1:
One year full-time experience in an Eligibility Specialist Trainee classification in an Interagency Merit System (IMS) county;


OR

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;


OR

Pattern 3:
Two (2) years of full-time experience determining eligibility for health programs, loans, financial assistance, unemployment, or other benefits ;


OR

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;


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.

When combining education and experience; fifteen (15) semester units or twenty-two and a half quarter units equals six months of experience.

ELIGIBILITY SPECIALIST II:

Pattern 1:
One (1) year full time experience in an Eligibility Specialist I classification in an Interagency Merit System (IMS) County.

OR

Pattern 2:
Two (2) years of full-time experience determining eligibility for public assistance programs in a public human services agency.

For information regarding Eligibility Specialist click on the attached link:


ADDITIONAL INFORMATION

A valid driver's license may be required at the time of appointment and employees may also be required to drive their own car, provide proof of car insurance, and a DMV clearance.

Individuals who do not meet this requirement due to a disability will be reviewed on a case-by-case basis.
Position may require pre-employment drug testing, physical and fingerprinting for a background investigation.

Government agencies accessing US government information, which include federal tax information must ensure that background investigation requirements for all agency employees and contractors that have access to federal tax information are consistent to the IRS background investigation requirements for access to federal tax information.

Background requirements consist of three components which include, fingerprinting, citizenship verification and local law enforcement checks.

State agencies must conduct investigation during time of hire and ensure a reinvestigation is conducted 10 years from the date of the previous background investigation for each employee that has access to federal tax information.

VETERANS PREFERENCE

If you would like to request Veteran's preference points as part of the application packet, please attach a copy of your DD-214 form to your application.

EXAMINATION INFORMATION
TRAINING & EXPERIENCE EXAMINATION – WEIGHTED 100%

The Training & Experience Examination is designed to elicit a range of specific information regarding each candidate's knowledge, skill, abilities, and potential to effectively perform the duties relative to the classification.

Responses to the questionnaire will be assessed based on pre-determined rating criteria. All applicants must complete the entire examination to receive a score.

In order to obtain a position on the eligible list, candidates must receive a minimum rating of 70% on the examination.

Examination administration and processing time is approximately 30 days after the closing date of the job bulletin.


ELIGIBLE LIST INFORMATION
A departmental open eligible list will be established for the county of Monterey.

The list will be utilized for 12 months after it is established unless the needs of the service and conditions of the list warrant a change in this period.

RETEST PERIOD
Once you have taken the examination, you may not retest for SIX (6) MONTHS from the established eligibility date.


SPECIAL TESTING ARRANGEMENTS
Special testing arrangements may be made to accommodate applicants for disability, military, or religious reasons. If you require such arrangements, please contact CalHR at or upon notification that your application has been approved.

Documentation from medical, military, school or church officials outlining the accommodation request must be received by our office a minimum of five business days prior to a scheduled examination.

APPLICATION DOCUMENTS
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 course work is equivalent.

Transcripts and evaluations may be unofficial; official transcripts may be required upon appointment. Please redact birthdates and social security numbers.


GENERAL INFORMATION

MSS reserves the right to revise the examination plan to better meet the needs of the recruitment if the circumstances under which this examination was planned change.

Such revision will be in accordance with civil service laws and rules and all competitors will be notified.

If you meet the requirements stated on this bulletin, you may take this examination. Your performance in this examination will be rated against predetermined rating criteria. 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.

General Qualifications:

Applicants must possess essential personal qualifications including integrity, initiative, dependability, good judgement, the ability to work cooperatively with others, and a state of health consistent with the ability to perform the assigned duties of the class.

A medical examination may be required. As part of the hiring process, a background investigation may be required.


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.

ABOUT MARIPOSA COUNTY

Mariposa County is located in the western foothills of the Sierra Nevada Mountains, with the central portion of Yosemite National Park comprising the eastern section of the County.

There are no incorporated cities or even any traffic signals in the countyit is instead known for its amazing scenery, outdoor attractions, and history made famous by the California Gold Rush in the 1800's.

"Mariposa," translates to "butterflies" from Spanish, and the town of Mariposa was so named by Spanish explorers because of the vast clusters of butterflies found there.

In honor of this, each year in May, residents commemorate the annual arrival of the migrating monarch butterflies with a "Butterfly Days" festival and parade.

The county is an amazing place to call "home"a key objective is to maintain clean water, wildlife preservation, healthy ecosystems, clean air, and a fire-safe environment.

The climate is sunny and comfortable for much of the year.

The area's spectacular scenery, a multitude of things to enjoy, including fishing, hiking, gold panning, arts and culture, spas, breweries and more, and its historic roots make this a sought-after place of residence as well as a popular vacation destination.

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