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Overview

Trinity County
Employment Opportunity

Trinity County Health and Human Services

Eligibility Specialist Trainee, I/II

This is a full-time benefitted position
Applications will be accepted until the position is filled.

Position Information

SALARY INFORMATION
  • The Salary Range for Eligibility Specialist Trainee is $2686.07 – $3264.94 per month.
  • The Salary Range for Eligibility Specialist I is $2823.09 – $3431.48 per month.
  • The Salary Range for Eligibility Specialist II is $3118.45 – $3790.49 per month.

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 TRAINEE

The Eligibility Specialist Trainee is the classroom and on-the-job trainee level in the Eligibility Specialist series where emphasis is on learning the basic regulatory and statutory requirements of multiple public assistance programs.    Incumbents may receive classroom instruction and/or on-the-job training prior to being assigned casework or tasks. Once incumbents are placed in a unit, they will continue to participate in on-the-job training and may be assigned a variety of duties, including some casework/tasks which will assist them in learning to determine initial and continuing eligibility for one or more public assistance programs. Incumbents work under close supervision to complete initial case functions as they continue to learn procedures and complex regulations and acquire the ability to apply the regulations during the training period. Trainees are given the opportunity to perform increasing levels of eligibility determination to prepare them for the entry-level Eligibility Specialist I classification.   Incumbents are expected to progress to the entry-level Eligibility Specialist I upon satisfactory completion of one year as a trainee.   Use of the Eligibility Specialist Trainee classification is optional, at the discretion of each County.

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.
ELIGIBILITY SPECIALIST II
The Eligibility Specialist II is the journey-level classification in the Eligibility Specialist series.  Incumbents demonstrate working knowledge of eligibility regulations, procedures and eligibility software systems. Eligibility Specialist II incumbents handle more complex tasks and/or caseloads independently with consultation as needed by Eligibility Specialist IIIs or Eligibility Supervisors.  Positions in this class are flexibly staffed and are normally filled by advancement from the lower level or if filled from the outside, require prior experience as an Eligibility Specialist, Eligibility Worker or comparable position.

The class of Eligibility Specialist II is distinguished from the Eligibility Specialist I as the latter requires a higher level of consultation and supervision and is working toward achieving a working knowledge of program rules and regulations. The Eligibility Specialist II class is distinguished from the Eligibility Specialist III in that the latter class is assigned lead specialist duties or special assignments with a greater degree of independent judgment.

SUPERVISION EXERCISED AND RECEIVED

Incumbents in the Eligibility Specialist classifications typically receive supervision from an Eligibility Supervisor and may receive lead direction from an Eligibility Specialist III.

Examples of Duties

ELIGIBILITY SPECIALIST TRAINEE
Duties may include, but are not limited to, the following:

(Duties are performed at the trainee level, where the incumbent is learning to perform the duties and progress as more experience is gained)
  • 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 a trainee.
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 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; 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/II
(For Eligibility Specialist I, duties are performed at the entry level.)
Duties may include, but are not limited to, the following:

  • 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 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; 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

Minimum Qualification

ELIGIBILITY SPECIALIST TRAINEE
Pattern 1: 
Two (2) years of full-time clerical experience involving public contact, interviewing, math computations, completion of forms or eliciting information from the public;
OR
Pattern 2: One year of full-time experience determining eligibility for loans, financial assistance, unemployment or veterans benefits, or publicly or privately funded health, counseling or social services programs;
OR
Pattern 3: Completion of sixty (60) semester or ninety (90) quarter college units.
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 (22.5) quarter units equals six months of experience.

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.

ELIGIBILITY SPECIALIST II
One (1) year full time experience in an Eligibility Specialist I classification in an Interagency Merit System (IMS) County;
OR

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

Supplemental Information

ADDITIONAL INFORMATION

  • A valid California driver’s license and DMV clearance may be required at the time of appointment. 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. A background check may be required if the position requires access to these types of records. 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.

EXAMINATION INFORMATION
If supplemental questions are included as a part of this job bulletin, applicants may be rated based upon their responses to the supplemental questions. If rated, only those that are determined to be highly qualified will be invited to participate in the next step of the selection process.

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 to your application.

PLEASE NOTE: Applicants, who receive a passing score on a written or oral examination, shall be eligible to receive credit for an additional five (5) points to be added to the final examination score. Veteran’s preference is allowed only on initial entrance into County service and shall not affect the order of eligibility on any other employment lists.

For the purpose of this section, a veteran is one who has received an honorable discharge from active duty, and has served:

1. During one of the following wartime or equivalent periods:
  • Sept. 11, 2001 to End of Operation Iraqi Freedom
  • Aug. 2, 1990 to Jan. 2, 1992
  • Jan. 31, 1955 to Oct. 15, 1976
2. During peacetime for which service a campaign or expeditionary medal has been authorized by the Government of the United States and where discharge was under honorable conditions. This would include Lebanon, Grenada and Southwest Asia.

A copy of the discharge form (DD-214) shall be submitted to CalHR MSS for each position applied for, along with an application for employment requesting such preference, on or before the final filing date specified on the job announcement. Failure to submit the required credentials (DD-214) prior to the final filing date will be deemed a waiver of credits.

SPECIAL TESTING ARRANGEMENTS 
Special testing arrangements may be made to accommodate applicants for disability, military, or for religious reasons. If you require such arrangements, please contact Merit System Services at mssprogram@calhr.ca.gov or 916-323-2360, a minimum of five business days prior to the scheduled examination date.  Documentation may be required.

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, which is the largest national forest in California. The 2.1-million-acre forest encompasses five wilderness areas, hundreds of mountain lakes and over 6,200 miles of streams and rivers, including Trinity Lake and the Trinity River. These beautiful bodies of water provide plenty of opportunity for water sports and adventure, such as fishing, gold-panning, jet-skiing, skiing and kayaking. For those who prefer terra-firma, there are over 460 miles of trails, ranging from wide, easy grades to rough, rocky and steep grades for hikers, backpackers, and horseback riders of every level to enjoy. Many will also recognize the Pacific Crest Trail, a portion of which runs through Trinity County. Visitors and residents enjoy amazing natural beauty, a rural environment, and spectacular photo opportunities!

APPLICATIONS MAY BE FILED ONLINE AT:
https://www.governmentjobs.com/careers/mss

NOTE: All candidates meeting the minimum qualifications established for this position may not be invited to an oral interview. In the event a large number of candidates qualify, those individuals with experience which most closely meets the needs of the County will be invited for an interview.
WAIVER: The contents of this announcement shall not be construed to constitute any expressed or implied warranty or guarantee, nor shall it constitute a contract or offer of employment. Trinity County assumes no responsibility for the accuracy of the position description and the actual duties of the job, nor does it assume responsibility for any errors or omissions in the information contained herein. The provisions contained in this announcement may be modified or revoked without notice. Wages, hours and other terms and conditions of employment are subject to the Memorandum of Understanding currently in effect for the appropriate unit of representation.
PERS ANNUITANTS: Retirees of PERS are welcome to apply, if selected for the position they would be required to reinstate to employment.

Minimum Education and Experience

Education Required: None
Driver's License Required: Yes
Hiring Requirements for this Job:
  • Drug Testing / Screening
  • Background Checks
  • Physical
  • Salary Range: $2,686.07 - $3,790.49 per month