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Modoc County Department of Social Services


Position: Eligibility Specialist III
Salary: $3,634.00 – $5,637.00 Monthly
Location: Alturas, CA
Job Type: Full-Time (37.5 hours per week)
Job Number: MSS04541
Opening Date: 06/06/2024
Closing Date: Continuous

Position Information

The Eligibility Specialist III is the advanced journey/lead-level classification and subject matter expert in the Eligibility Specialist series. Incumbents perform the most complex work and specialized assignments requiring an advanced level of technical knowledge in public assistance programs, departmental processes, and caseload/workload administration. Incumbents are expected to independently perform specialized and/or complex duties beyond the journey-level classification of the series. In addition, incumbents may perform help desk functions, provide training to a unit of workers determining eligibility for public assistance, and/or serve as a lead worker for less experienced employees. Incumbents demonstrate advanced knowledge of eligibility regulations, procedures, and eligibility software systems. Other assignments may include performing quality control and/or quality assurance reviews, participating in early fraud prevention programs, representing the County in administrative appeals and fair hearings, and/or performing other specialized assignments and related work as required.

The Eligibility Specialist III differs from the Eligibility Supervisor in that the latter directly supervises a unit of Eligibility Specialists. The class of Eligibility Specialist III is distinguished from the Eligibility Specialist II as the latter requires a higher level of supervision, and the Eligibility Specialist III is assigned lead specialist duties or special assignments with a greater degree of independent judgment.

Supervision Exercised and Received

Incumbents in the Eligibility Specialist III classification receive supervision from an Eligibility Supervisor or other manager. An Eligibility Specialist III has no responsibility for direct supervision of others, but may provide lead direction to other Eligibility Specialists.

Examples of Duties

  • Provide lead direction and/or training to a unit of workers determining eligibility of applicants and recipients for public assistance programs.
  • Provide support to the supervisor with unit operations and coverage.
  • Perform interactive interviews to elicit eligibility information, obtain and/or verify financial, employment, tax, and personal demographic information, and identify need for public assistance programs and services.
  • Assist in the development and implementation of procedures for public assistance programs.
  • Analyze financial and eligibility information to determine initial or continuing eligibility for multiple aid programs.
  • Provide services to drop-in clients, perform local help desk functions, provide lead direction and training to unit staff, and assist with more complicated cases, or perform specialized assignments in investigations, quality assurance and control, and fair hearings.
  • Explain regulations, rules, and policies to clients and apprise them of their rights, responsibilities, and eligibility for participation.
  • Ensure accuracy and completion of application and declaration forms.
  • Resolve discrepancies by securing documentation, medical records, and confirmation from other agencies.
  • Enter and retrieve numerical and narrative data, and issue benefits from an automated computer system.
  • Determine the level of benefits to which the client is entitled by making complex mathematical computations and/or complex computer entries.
  • Review and interpret information provided on various forms by the client and third parties to assist with eligibility determination.
  • Evaluate clients for and answer questions on Advanced Payment Tax Credits (APTC) related to health care reform.
  • Explain a variety of plan options, costs, and individual plan features through Covered California.
  • Monitor ongoing eligibility by obtaining periodic updated information on eligibility factors and take appropriate actions on changes.
  • Determine the need for additional services and make referrals as needed for employment and other services to outside agencies to assist clients toward self-sufficiency.
  • Organize and prioritize caseload/workload so that necessary case records and documents are processed and updated within specific time limits established by regulation and local policy.
  • Complete and maintain case records, including written narratives, forms, and computer documents in a clear and readable format.
  • Troubleshoot task and/or case issues to determine appropriate resolution of problems, involving Help Desk as needed; may participate in system testing and design.
  • Communicate both orally and in writing with clients and others related to the initial and ongoing eligibility determination while maintaining confidentiality.
  • Respond to questions and complaints from clients in person, by telephone, mail, and/or email communication.
  • Provide pertinent forms and pamphlets to clients as required.
  • Identify suspected fraud and make referrals for investigation.
  • Make referrals to social service workers as needed.
  • Participate in special projects, studies, work assignments, meetings, conferences, and committees.
  • Prepare correspondence and reports.
  • Perform related duties as assigned.

Employment Standards

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 investigative interviews and information gathering.
  • Computer terminology and computer keyboard arrangement.
  • Principles of training and staff development.
  • Modern office practices, methods, and procedures.
  • Record-keeping practices and procedures.
  • Principles of mathematical calculations.
  • Intricacies of health insurance plans and 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:

  • Lead, direct, and train other eligibility staff.
  • Evaluate and make appropriate recommendations and corrections on selected cases.
  • Determine the appropriate course of action in emergency situations.
  • 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.
  • 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 data accurately 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/workload 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 and 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 IRS tax filing data, income, and additional necessary information required for determining 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; call for intervention when appropriate.
  • Interact with people courteously, both in person, on the telephone, by mail, or email communication.
  • 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

  • One (1) year full-time experience in an Eligibility Specialist II classification in an Interagency Merit System (IMS) County; OR
  • Three (3) years of full-time experience determining eligibility for public assistance programs in a public human services agency.

Supplemental Information

  • The ability to speak, read, and write Spanish in addition to English is optional.
  • A valid driver’s license may be required at the time of appointment. 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.
  • This is not a “remote work” or “teleworking” position. This position is based in Modoc County, CA.

Note: Government agencies accessing US government information, including federal tax information, must ensure background investigation requirements for all agency employees and contractors with access to federal tax information are consistent with IRS background investigation requirements. Background checks are required and must be repeated every 5 years. Background requirements consist of three components: fingerprinting, citizenship verification, and local law enforcement checks.


Minimum Education and Experience

Hiring Requirements for This Job:
  • Drug Testing / Screening
  • Background Checks
  • Reference Check