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6-10 years of experience
Review and analyze financial and eligibility information to determine initial or continuing benefits for CalWORKS, Food Stamps, and Medi-Cal.
- Assist applicants and participants in the understanding of public assistance programs applicable to Federal and State regulations.
- Hold responsibility for assigned cases to ensure regulatory compliance and limits established by legislation.
- Review and recommend action to supervisor regarding participant case termination and denial.
- Conduct site visits to interview participants to verify eligibility or other confidential information.
- Review computer generated reports and cross reference data for accuracy.
0-5 years of experience
- Evaluated information obtained from clients to determine eligibility for assistance.
- Determined the level of benefits to which the client is entitled.
- Interviewed clients at various locations to obtain and verify information.
- Initiated requests for information on eligibility determinations from outside sources.
0-5 years of experience
- Explained provisions and guidelines for various social services programs
- Reviewed and analyzed financial and eligibility information
- Provided case management assistance and troubleshooting
- Conducted trainings for newly hired employees
0-5 years of experience
Conducted in-person and telephone interviews for the application of public assistance programs
- Analyzed financial and other client information to determine initial or eligibility
- Used automated computer system (C-IV) to enter and retrieve data in order to issue benefits to clients
- Directed clients to other community resources as needed
- Typed detailed journal entries regarding actions taken on a case
0-5 years of experience
- Provided initial screening for new clients
- Recorded and evaluated personal and financial data obtained from individuals
- Conducted face to face interviews to determine eligibility
- Prepared necessary documentation to initiate, continue, and modify child care services
0-5 years of experience
- Determine initial eligibility for FAMIS and FAMIS Mom programs.
- Utilized Medicaid policy and procedure for accurate determination and timely processing.
- Determined continuing eligibility for renewal applications.
- Processed FAMIS and FAMIS Mom Transfers received from Local Department of Social Services.
- Reviewed, reconciled and made system correct for system assigned reports.
- Handled complicated applications and worked closely with DMAS Contract Monitor on policy issues/concerns.
0-5 years of experience
Determine client’s eligibility to public assistance programs such as cash aid, food stamps, medical services and state determined disability
- Maintain average client caseload of about 500 cases
- Manage appointments, phone calls, renewals to all programs
- Work within State, Federal and County policies, laws and regulations
- Help train new eligibility workers from 7/2014 to 9/2014
0-5 years of experience
- Greeted and welcomed all office clients and staff.
- Determine eligibility of clients.
- Perform weekly follow ups.
- Case noted and entered data accurately.
- Assisted with resumes, faxed, scanned, emailed, and provided information over the phone.
- Supported staff and clients as needed.
0-5 years of experience
- Interactive interviewing to determine eligibility for Food Stamps and Medicaid.
- Data entry on a daily basis to enter household application information
- Recorded and evaluated personal and financial data
- Authorize assistance approvals
0-5 years of experience
Process Heathcare applications.
- Process applications in a timely and effective manner.
- Make outbound calls to customers when needed for more information.
- Utilized databases and written materials to look up information.
- Followed all procedures in order to avoid HIPAA violations.
10+ years of experience
Support and assist clients on an individual basis by utilizing available resources to meet their needs for the development of their own capabilities.
- Provide guidance to clients seeking solutions to their problems.
- Locate and coordinate community resources. Plan and manage a full caseload.
- Responsible for implementing Medicaid & SNAP through interviewing and mass changes.
- Communicate information in writing/orally with clients.
- Process cases for nursing home and personal care eligible recipients. Conduct home visits for those who are unable to come to the agency.
- Respond to client’s emotions without being unprofessional.
- Ability to process Auxiliary Grants cases.
- Implemented eligibility for SNAP, TANF and Medicaid through interviewing as well as gathering information from outside contacts.
- Referred clients to outside contacts or services available.
- All other duties as assigned.
10+ years of experience
- Perform and conduct in-depth and interactive interviews to elicit information and identify need for programs and services
- Explain regulations, rules, and policies to clientele to apprise them of their rights, responsibilities, and eligibility for participation
- Ensure accuracy and completion of application and declaration forms and resolve discrepancies by securing documentation, medical records and confirmation from other agencies
- Analyze and interpret written, numerical and verbal data from various sources and enter data accurately into a computerized system
- Ability to lead, direct, and train other staff
6-10 years of experience
Determine the eligibility of families for state benefits including TANF and SNAPS
- Administer and give an thorough explanations of government policies
- Maintain accurate files and documentation of more than 400+ low income families
- Act as state liaison for community initiatives, emergency services and outreach programs
6-10 years of experience
- Interview individuals or family members to compile information on social, educational, or economic history to determine eligibility for public assistance programs.
- Develop and maintain individual case files to assure proper documentation is present for all clients.
- Provide information or refer individuals to public or private agencies or community services for additional assistance opportunities.
- Advise clients regarding food stamps, child care, food, and health care programs rules, regulations and guidelines.
- Assist in locating crisis funding to avoid potential life threatening situations.
0-5 years of experience
- Interviews and investigates applicants for public assistance to gather information pertinent to their application.
- Selects and refers eligible applicants to public assistance or public housing agencies.
- Records and evaluates personal and financial data to determine initial or continuing eligibility.
- Initiates procedures to grant, modify, deny or terminate eligibility and grants for various assistance programs.
- Authorizes amounts of grants, TANF, SNAP, Medicaid, or other general assistance.
- Prepares regular and special reports, keeps records of assigned cases, and submits individual recommendations.
0-5 years of experience
- Referred patients for treatment and specialist visit. Informed patient of appointment date and time.
- Processed Drug Assistance Program applications, County Indigent Applications and Insurance pre authorizations.
- Coordinated patient care from pre-admission to post-discharge follow-up visits.
- Made patients aware of resources available in our community for medical assistance.
0-5 years of experience
- Arrange monthly interviews with clients to determine and re-determine program eligibility.
- Maintain client files and utilize office equipment.
- Assist family communications in both English and second designated language both verbally and with written documents.
- Compose and type letters, make phone calls as necessary, provide information and assistance as needed, and make client referrals.
- Worked and composed eligibility budgets for clients based on need for services.
0-5 years of experience
- Determining accurate aid benefits for clients
- Ensures compliance with all federal and state regulations
- Maintains strict client confidentiality
- Utilizes CRM system to document client information.
0-5 years of experience
- Plan, organize and prioritize workload
- Explain program benefit requirements and procedures
- Determined program eligibility in accordance with regulation
6-10 years of experience
- Determine eligibility of applicants for public assistance programs.
- Maintain current knowledge and interpret and apply Federal/State regulations of agency’s programs.
- Read, understand and interpret complex information to clients of diverse socio-economic and cultural
- Detect and evaluate potential fraudulent situations.
- Identify client’s needs and make appropriate referrals for health, social and/or employment services.
- Determine appropriate course of action in emergency situations.
- Prepare clear, concise and accurate records and reports of caseload
0-5 years of experience
- Scan Documents to On-base and give back to customer
- Validate Information on AZTECS, Indexing, Barcoding
- Verifying all information on Documents and case number correct
- Verify HEA applications and Upload to HEA case
- Determine Eligibility for Medical and Nutrition Assistance
0-5 years of experience
- Conduct telephone interviews for clients to receive cash, food stamps, and medical benefits.
- Processed necessary documents for the application process, such as bills, proof of income, etc.
- Conducted telephone interviews for clients to receive cash, food stamps, and medical benefits.
- Review and apply the FAA policy to determine all programs
6-10 years of experience
- Schedule appointments for continued benefits
- Conduct interviews to determine eligibility for the Supplemental Nutritional Assistance Program
- Prepare claims related to unreported income and over/under issuance of benefits
0-5 years of experience
- Interview and determine eligibility for applicants and recipients of SNAP, Medicaid, Liheap, and Child Care.
- Interpreting state and federal policies and implementing them into case work.
- Process applications, establish electronic record, and maintain as well as manage a caseload
Eligibility Worker Duties and Responsibilities
The daily tasks and duties an eligibility worker carries out will depend on their place of employment and the years of experience they have. However, the vast majority of eligibility workers will have to perform the following core tasks:
Determine Eligibility for Social Services and Benefits As the name of their profession suggests, eligibility workers help clients find out if they are eligible for financial assistance provided by the government or nonprofit entities. They often help individuals secure financial assistance for housing, medical care, education, food, and everyday living expenses.
Assist Social Workers or Psychologists Eligibility workers often work under the supervision of social workers and psychologists. They may assist these individuals in a variety of ways. Normal duties include filing paperwork, contacting clients, sending emails, and answering phone calls.
Educate Others Obtaining financial assistance from the government can be difficult, and eligibility workers may need to explain the application process to their clients. If they are unable to verify the eligibility of a client, they may help them obtain services from alternative providers.
Coordinate Services Coordinating services is a major part of the job for most eligibility workers. They act as intermediaries for the government or nonprofits, often conveying information to applicants as it arrives. They may reach out to clients if the government needs additional information to process an application or if current information needs updating.
Meet with Clients Eligibility workers may need to meet directly with clients in their homes. Many clients are unable to travel or walk due to physical or mental disabilities, and social service agencies often dispatch eligibility workers to private homes. They may also visit nursing homes, hospitals, schools, and community centers.
Eligibility Worker Skills and Qualifications
Individuals who are compassionate and dedicated to community service may want to consider becoming eligibility workers. Licensing and educational requirements will vary from employer to employer, but in general, eligibility workers should have at least a high school diploma. Agencies also look for the following skills and qualifications in eligibility workers:
- Knowledge of social services – an eligibility worker must possess in-depth knowledge of the social services system. They should know how to explain these services to others outside of their profession and how to navigate the application process. Eligibility professionals must also know what services are available in their particular state, county, or city
- Basic computer proficiency – eligibility workers use computers to perform a variety of day-to-day tasks. They are required to input client data into online systems or databases, and they may need to update this data periodically. Successful workers should also know how to send emails, browse the Internet, and install and uninstall software
- Administrative experience – since they are often required to assist social workers and therapists, eligibility workers should know how to provide excellent administrative support to others
- Interpersonal skills – individuals in this profession will need to be extremely sensitive to the mental and emotional needs of others. They often work with ill and elderly individuals, as well as underserved populations. They should understand the needs of these communities extensively and demonstrate compassion when addressing their concerns
- Attention to detail – eligibility workers often fill out applications for assistance on behalf of their clients, and a simple data entry mistake can result in a denial of benefits
Eligibility Worker Education and Training
The type of education a person needs to become an eligibility worker depends on the agency they work for. In general, most agencies require eligibility workers to have at least a high school diploma or GED. A small minority of agencies and businesses require their employees to have an associate’s degree in social work or a behavioral science. During their studies, these students often take courses in psychology, sociology, and human services. The vast majority of eligibility workers will receive on-the-job training temporarily until they are able to work on their own.
Eligibility Worker Salary and Outlook
Eligibility workers are classified as social and human services assistants by the Bureau of Labor Statistics (BLS). According to the BLS, the median annual salary for eligibility workers was $33,120 in 2017. Those with earnings in the top 10th percentile earned more than $53,380 yearly, while those in the lowest 10th percentile earned less than $21,480 on a yearly basis. Eligibility workers employed full-time often gain access to company benefits such as health insurance, retirement, and vacation time. The BLS predicts the job market for eligibility workers will increase by 16 percent between 2016 and 2026. This figure is significantly higher than the national average of seven percent for all jobs. As baby boomers age and need access to social services, the government and nonprofit agencies will need additional workers in this field. The number will also increase as the legal system continues the trend of sending many drug offenders to rehab instead of prison.
Helpful Resources
Ready to become an eligibility worker? Use the following resources to learn more about the field of eligibility work.
National Association of Social Workers (NASW) – as its name implies, the NASW strives to represent and provide educational resources for social workers and those who work in the human services field. The association also holds events and other conferences for members and those interested in social issues.
SAGE Guide to Social Work Careers: Your Journey to Advocacy – written by Melissa Bird, Your Journey to Advocacy is a must-have for anyone considering the field of social work. It is a comprehensive career guide that provides information about the various career opportunities available in the industry. It is geared to towards students enrolled in an associate’s, bachelor’s, or master’s degree program.
The A-to-Z Self-Care Handbook for Social Workers and Other Helping Professionals – eligibility workers often encounter stressful situations in their day-to-day work, as do most people who work in the field of social work. This book knows that, and by providing helpful and practical tips for relaxation and stress-reduction, it helps eligibility workers manage the emotions they may be feeling on a regular basis. Written by Erlene Grise-Owens, the book uses an A to Z approach to teach those in the social work industry how to avoid burnout.
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Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
