PROGRAM ELIGIBILITY SPECIALIST I

About the role

Initial and on-going training is required and may also require in-State travel (day and/or night stays). Requires the ability to multi-task, problem solve and prioritize. Must be able to escort clients to and from the lobby multiple times a day. Must be able to sit, type, and talk on the phone for long periods of time. Requires some standing at the multi-functional device for scanning and copying. Sufficient interpersonal skills to ensure a positive relationship with clients and coworkers.

Responsibilities

• Determine client eligibility and obtain client information.
• Coordinate services with providers.
• Prepare information and recommendations under general supervision.
• Review and process applications for state assistance programs in compliance with established policies.
• Verify applicant information, including income, assets, residency, and household composition.
• Maintain accurate and up-to-date case records to support eligibility decisions.
• Ensure timely application processing and follow-up with applicants to gather required documentation.
• Assist in monitoring ongoing eligibility and renewal processes for program participants.
• Provide clear and professional communication to applicants regarding eligibility requirements, application status, and program benefits.
• Assist clients in completing forms and gathering necessary documentation.
• Respond to inquiries and resolve concerns related to eligibility and program participation.
• Educate applicants on available resources and services to support their needs.
• Ensure adherence to state and federal regulations in eligibility determinations.
• Identify potential discrepancies or inconsistencies in applications and escalate cases when needed.
• Maintain confidentiality and security of sensitive applicant data in accordance with state privacy laws.
• Prepare reports and summaries as needed for internal review and audits.

Knowledge and Skills

• Ability to assess applicant information and apply program guidelines accurately.
• Strong attention to detail in reviewing documents and entering data.
• Proficiency in basic computer applications and case management systems.
• Ability to explain complex policies to applicants in an understandable manner.
• Ability to prepare, present, and review oral and written information and reports.
• Capacity to prioritize tasks, handle multiple cases, and meet deadlines.
• Ability to analyze application issues and determine solutions.

Requirements

• At least one year of experience in customer service, administrative support, case processing, or a related field.

Preferred Qualifications

• The formal education equivalent of a bachelor’s degree in psychology, sociology, or related field.