Eligibility Specialist Trainee/I/II - Extra Help

County of Lake California

Lakeport, CA
12 days ago

$21.51–$30.32 Per Hour

Highlights

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. 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.

Numbers & Facts

Location	Lakeport, CA
Salary	$21.51–$30.32 Per Hour

Description

Eligibility Specialist Trainee/I/II - Extra Help

Salary

$21.51 - $30.32 Hourly

Location

Lake County, CA

Job Type

Extra Help

Job Number

26-110EH

Department

Social Services

Opening Date

08/27/2026

Closing Date

9/13/2026 5:00 PM Pacific

FLSA

Non-Exempt

Description
Benefits
Questions

Job Details

EXTRA HELP - TEMPORARY WORK ASSIGNMENT

A temporary extra-help work assignment is determined by County of Lake personnel rules and regulations.

Extra Help Employees are typically hired at an hourly rate of pay at the first step of the salary range.
Extra Help Employees are paid only for hours worked.
Extra Help Employees are only entitled to legally mandated benefits, which does not include paid vacation or holidays.
Extra Help Employees do not have status.
Extra Help Employees are temporary and may be terminated at any time based on department need.

EXTRA-HELP APPOINTMENT

Extra help positions are limited to no more than 25 hours per week (unless a position is considered seasonal) and no more than 900 hours per fiscal year.

SEASONAL EXTRA-HELP EMPLOYEE

Extra help seasonal employees must perform work tied to an actual season and will not perform any work for at least 26 consecutive weeks between seasons. The seasonal employee definition is subject to change as defined by the IRS and Affordable Care Act.

Seasonal employees may work 40 hours a week for up to 26 consecutive weeks and;
Seasonal employees must be terminated for the 26 weeks they are not performing any work.

CalPERS RETIRED ANUITANT ASSIGNMENT

A Retired Annuitant is a CalPERS retiree employed by the County on an at-will basis, with specific restrictions to protect their retirement allowance (pension payments). Examples of assignment for a Retired Annuitant are work to eliminate a backlog, work on a special project, and work that is in excess of what regular staff can do. Retired Annuitant are subject to work under Limited-Duration. The employment is expected to end once the specific task or project they were hired to complete is finished. All work restriction is governed by Government Code (G.C.) sections 21224, 21229, and 21221(h).

Minimum Qualifications

Eligibility Specialist Trainee

Minimum Qualifications

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;

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;

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.

Special and Drivers License Requirements

Some positions in this classification may require possession of a valid California driver license. Employees who drive on County business to carry out job-related duties must possess a valid California driver license for the class of vehicle driven and meet automobile insurability requirements of the County. Eligibility for employment for those who do not meet this requirement due to disability will be reviewed on a case-by-case basis by the appointing authority.

Eligibility Specialist I

Minimum Qualifications

Pattern 1: One year full-time experience in an Eligibility Specialist Trainee classification in an Interagency Merit System (IMS) county;

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;

Pattern 3: Two (2) years of full-time experience determining eligibility for health programs, loans, financial assistance, unemployment, or other benefits;

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;

Pattern 5: Graduation from an accredited four-year college or university.

Special and Drivers License Requirements

Eligibility Specialist II

Minimum Qualifications

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

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

Special and Drivers License Requirements

General Recruitment Information

Full Job Description

Eligibility Specialist Trainee

Class Definition and Description

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.

SUPERVISION EXERCISED AND RECEIVED

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

Typical Duties, Employment Standards and KSAs

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

Minimum Qualifications

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;

Pattern 3: Completion of sixty (60) semester or ninety (90) quarter college units.

Special and Drivers License Requirements

Eligibility Specialist I

Class Definition and Description

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.

SUPERVISION EXERCISED AND RECEIVED

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

Typical Duties, Employment Standards and KSAs

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

(For Eligibility Specialist I, duties are performed at the entry level.)

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 theAffordable 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 Qualifications

Pattern 1: One year full-time experience in an Eligibility Specialist Trainee classification in an Interagency Merit System (IMS) county;

Pattern 3: Two (2) years of full-time experience determining eligibility for health programs, loans, financial assistance, unemployment, or other benefits;

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;

Pattern 5: Graduation from an accredited four-year college or university.

Supplemental Information

ELIGIBILITY SPECIALIST I

APPLICANT INFORMATION REGARDING THE NATURE OF WORK PERFORMED

INTRODUCTION

Submitting an application is the first step toward a valuable and rewarding career as an Eligibility Specialist. We offer this additional information in an effort to provide you with a clear understanding of the nature of the job and its requirements. Please take the time to review this information prior to submitting an application.

NATURE OF WORK

The primary function of an Eligibility Specialist involves determining the eligibility of applicants and recipients for public assistance programs. Eligibility work is performed in an office environment, not in the field, and includes processing of a broad range of paperwork and entering information into a computer-based eligibility system with very time sensitive agency and legal deadlines. Individuals with bank teller experience are often well suited to Eligibility Specialist positions, as are those who have determined eligibility for loans, etc. Typical duties of an Eligibility Specialist include:

Acting as the first contact for individuals seeking public assistance
Interviewing applicants and recipients (clients) to obtain and verify information needed to determine initial and/or ongoing eligibility for public assistance. This often requires obtaining information in difficult and/or emotional situations on issues such as earnings and financial obligations and/or parental status and living arrangements and maintaining control of the interview if the client becomes hostile or angry over the interview questions.
Learning numerous state and federal program regulations and specific county practices through intensive training prior to full case assignment and ongoing training thereafter. The work of an Eligibility Specialist is highly regulation driven with ongoing reliance on regulations.
Instructing clients in the completion of various forms and reviewing applications for completeness and consistency.
Explaining program benefits, requirements and procedures, including eligibility factors, to public assistance clients.
In some cases, visiting clients in their homes for the purpose of obtaining and verifying information.
Determining program eligibility in accordance with current regulations using the computer-based eligibility system.
Researching questionable information provided by an applicant until satisfactory explanations regarding eligibility status are confirmed.
Reporting cases where fraud is suspected.
Advising clients of deadlines, timeframes, and necessary actions to be taken.
Working with clients who often do not take the necessary actions within the required timeframe.
Establishing and maintaining multiple case files through regular updating and review. Documenting all communications and contacts with clients.
Planning and organizing a large caseload, ensuring that accuracy levels are maintained and that cases are processed within the specified timeframes set by federal and state regulations.
Preparing system generated documents necessary to initiate, continue, and/or modify public assistance.
Computing and authorizing grant amounts based on financial and family status. Computing CalWORKs budgets, Medi-Cal budgets, General Assistance budgets, and CalFresh in order to calculate grants.
Reviewing and explaining to clients public assistance amounts and authorizing payment of monthly benefits.
Providing information and making routine referrals to resources available through the County and within the community for clients desiring or needing services. In some cases, Eligibility Specialists also refer clients to and communicate with Social Workers and other staff to coordinate family services. Note: An Eligibility Specialists responsibilities do not include social service casework. An Eligibility Specialist is not responsible for working with clients to attempt to resolve their personal or social problems.
Keeping up to date on changes in rules, laws, procedures, etc. that affect processing timelines.

Eligibility Specialists are expected to handle a high volume of work which is deadline driven. Applicants must be able to prioritize, plan and project their work, but at the same time be flexible to changes at any moment, such as unscheduled visits from clients.

It is important to understand that the actions you take as an Eligibility Specialist affect the lives of clients and their families.

CONTROVERSIAL ISSUES

As an Eligibility Specialist you may be required to take actions that conflict with your own values. An Eligibility Specialist must be able to accept clients differences and interact with them in a non-judgmental manner. Some of the controversial issues encountered in an Eligibility Specialist environment include:

Granting Medi-Cal for clients requesting abortions
Granting Medi-Cal to minors without their parents knowledge
Clients with AIDS and other communicable diseases
Applicants/recipients involved in Welfare fraud.
Clients who have substance abuse dependency
Clients who are domestic violence victims
Clients who are mentally ill
Clients with felony convictions
Homeless individuals and families
Elderly and/or disabled clients placed in long-term care facilities
Mandatory report of child and adult abuse
Clients whose life style, culture and/or values may be significantly different than your own

Special and Drivers License Requirements

Eligibility Specialist II

Class Definition and Description

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 I and II classifications typically receive supervision from an Eligibility Supervisor and may receive lead direction from an Eligibility Specialist III.

Typical Duties, Employment Standards and KSAs

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 Qualifications

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

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

Special and Drivers License Requirements

WORKING CONDITIONS, ADA, AND OTHER REQUIREMENTS

The County of Lake is an equal opportunity employer and will comply with its obligations under the law to provide equal employment opportunities to qualified individuals with disabilities. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Incumbents generally work in a typical office environment with adequate light and temperature. There may be occasional exposure?to?extreme temperatures, loud noise, fumes, noxious odors, dust, mist, gases, and poor ventilation; underground, confined, or restricted?workspaces; and heights more than five stories above ground level.?Incumbents may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. Incumbents may also be subject to clients or members of the public afflicted with behavioral disorders or who are under emotionally stressful conditions.

Positions in this class typically require: sitting, stooping, kneeling, crouching, reaching, standing, walking, pushing, pulling, lifting, fingering, grasping, talking, hearing, seeing, and repetitive motions.

Sedentary Work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.

Light Work: Exerting up to 25 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects. If the use of arm and/or leg controls requires exertion of forces greater than that for Sedentary Work and the worker sits most of the time, the job is rated for light work.

Disaster Service Workers: As members of the County of Lake Emergency Services Organization, all Lake County employees are designated as Disaster Service Workers during a proclaimed emergency and may be required to perform certain emergency services at the direction of the department and / or County.

The contents of this class specification shall not be construed to constitute any expressed or implied warranty or guarantee, nor shall it constitute a contract of employment. The County of Lake assumes no responsibility beyond the general accuracy of the document, nor does it assume responsibility for any errors or omissions in the information contained herein. The contents of this specification may be modified or revoked without notice. Terms and conditions of employment are determined through a "meet and confer" process and are subject to the Memorandum of Understanding currently in effect.

EXTRA HELP - TEMPORARY WORK ASSIGNMENT

A temporary extra-help work assignment is determined by County of Lake personnel rules and regulations.

Extra Help Employees are typically hired at an hourly rate of pay at the first step of the salary range.
Extra Help Employees are paid only for hours worked.
Extra Help Employees are only entitled to legally mandated benefits, which does not include paid vacation or holidays.
Extra Help Employees do not have status.
Extra Help Employees are temporary and may be terminated at any time based on department need.

EXTRA-HELP APPOINTMENT

Extra help positions are limited to no more than 25 hours per week (unless a position is considered seasonal) and no more than 900 hours per fiscal year.

SEASONAL EXTRA-HELP EMPLOYEE

Seasonal employees may work 40 hours a week for up to 26 consecutive weeks and;
Seasonal employees must be terminated for the 26 weeks they are not performing any work.

CalPERS RETIRED ANUITANT ASSIGNMENT

I understand that all of my relevant education and experience must be included on the application form, and that an unofficial transcript MUST be included in order to use my education as credit toward the minimum qualifications of the job description. Furthermore, I understand that only information contained and submitted on the application will be used when screening my qualifications against the minimum requirements of the position, and failure to include relevant information may eliminate me from consideration for this position.

EST-PATTERN 1: Do you have two (2) years of full-time clerical experience involving public contact, interviewing, math computations, completion of forms or eliciting information from the public?

EST-PATTERN 2: Do you have 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?

EST-PATTERN 3: Do you have 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.)

ES1-PATTERN 1: Do you have one-year full-time experience in an Eligibility Specialist Trainee classification in an Interagency Merit System (IMS) county?

ES1-PATTERN 2: Do you have 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?

ES1-PATTERN 3: Do you have two (2) years of full-time experience determining eligibility for health programs, loans, financial assistance, unemployment, or other benefits?

ES1-PATTERN 4: Do you have four (4) years of full-time clerical work involving public contact, interviewing, math computations, completion of forms or eliciting information from the public?

ES1-PATTERN 5: Have you graduated from an accredited four-year college or university? (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)

ES2-PATTERN 1: Do you have one (1) year full-time experience in an Eligibility Specialist I classification in an Interagency Merit System (IMS) County?

ES2-PATTERN 2: Do you have two (2) years of full-time experience determining eligibility for public assistance programs in a public human services agency?

Do you have, or can you obtain, a valid California Drivers License by date of hire?

I MUST provide an unofficial transcript to certify that my education qualifies towards the minimum requirements of the position. A copy of my degree will not be accepted to certify my education. I have attached my unofficial transcript.

Can you submit to, and pass a background check prior to appointment? Depending upon the position and/or assigned department the background check may include, but is not limited to: civil and criminal history check, reference check, Livescan, and/or credit check (as allowed under state law)

I certify that to the best of my knowledge, my answers to the supplemental questions are true and accurate and that all relevant experience, education, certifications, licenses, and trainings are included on my application form. I understand that my answers are subject to verification and that any intentional misrepresentation may be sufficient cause to eliminate me from further consideration for this position.

Required Question

Employer County of Lake

Address 255 N. Forbes Street

Lakeport, California, 95453

Phone 707-263-2213

Website https://www.lakecountyca.gov/452/Human-Resources

Eligibility Specialist Trainee/I/II - Extra Help

County of Lake California

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