County of Monterey · 2 weeks ago
Eligibility Technician I
County of Monterey is seeking an Eligibility Technician I to determine the eligibility of applicants and recipients for public assistance programs. The role involves conducting interviews, analyzing financial information, and maintaining accurate case records while working under supervision.
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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
Qualification
Required
One year full-time experience in an Eligibility Specialist Trainee classification in an Interagency Merit System (IMS) county
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
Two (2) years of full-time experience determining eligibility for health programs, loans, financial assistance, unemployment, or other benefits
Four (4) years of full-time clerical work involving public contact, interviewing, math computations, completion of forms or eliciting information from the public
Graduation from an accredited four-year college or university
Ability to speak, read, and write Spanish in addition to English would be an asset in this position
A valid driver's license is required at the time of appointment
Employees may also be required to drive their own car and provide proof of car insurance
This position will require pre-employment drug testing, a physical examination, and fingerprinting for a background investigation
General 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
Applicants must be authorized to work in the United States without the need for visa sponsorship by the start date of employment
Preferred
Bilingual position candidates must receive a qualifying proficiency score on the Eligibility Specialist bilingual certification examination(s) administered by MSS
Company
County of Monterey
Monterey County's Mission The Mission of Monterey County is to Excel at providing Quality Services for the benefit of all Monterey County residents while developing, maintaining, and enhancing the resources of the area.
Funding
Current Stage
Late StageRecent News
2025-10-29
2025-05-16
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