Eligibility Specialist 121-08-14

  • Job Tracking ID:  512378-475283
  • Job Type: Full-Time/Regular
  • Location : Salem, ORE
  • Date Updated: September 08, 2014  
  • Job Level:   Mid Career (2+ years)
  • Years of Experience:   2 - 5 Years
  • Level of Education:   Any
  • Starting Date :   ASAP

Invite a friend: 
Print Bookmark

Job Description:

This position requires someone who can gather information and interact well with a wide variety of people AND likes working with numbers and policies to determine eligibility for social service programs.

We look for individuals in our organization who are passionate about our mission and values, and providing excellent customer service.

We value our employees, working closely with them to help them be successful.  We value the people we provide services to, ensuring they receive the highest quality of customer service.


Recruitment #:  121-08-14, 266-08-14, 24-08-14, 66-08-14 (4 open positions)

Closes:            September 5, 2014

Location:           Salem

Salary:              Starting at $3,065 per month with excellent benefits. (See below)


Agency Sponsored: Medical/Dental 100% paid for employee and 90-98% for dependents, generous Paid-time off, Public Employee Retirement (PERS), Employee Assistance Plan, Long Term Disability, great culture.


Employee paid: Deferred Compensation, Life Insurance, Short Term Disability, Colonial Life Supplemental Plans, Legal Shield.


General Description

Conducts assessment of applicant and client needs, resources and situation and determines initial and continuing eligibility for financial assistance, medical services, and food stamp benefits.

Essential Functions

Gathers necessary applicant and client information and conducts financial assessment of client needs, resources, and situation. Conducts interviews, gathers information, in office, facility or client’s home Evaluates and applies complex program regulations to determine financial eligibility for public assistance programs.  Communicates with applicants and clients about eligibility for, or denial of financial programs or benefits.

Processes and maintains electronic and paper records and files as required by Federal, State, and Agency policy and procedures.

Maintains and manages a caseload of clients, including reassessing and re-determining financial eligibility.

Communicates with staff of other agencies, facility staff, medical and service providers, family members, attorneys and other involved parties to impart and gather information and resolve issues.

Provides information to and enrolls applicants and clients in Medicare Part D for initial enrollment and ongoing re-enrollment and/or changes.

Documents client interactions and benefits provided and assures required paperwork is completed accurately and timely to assure benefits are received as determined.

Works with client to manage and assure client liability is accurate and communicated to all parties.

Completes and submits necessary reports for Agency and other regulatory requirements. 

Maintains up-to-date knowledge of Agency, federal and state rules, regulations, policies and procedures through resources provided by the Agency and state.  Resources include written materials, computer resources, Quality Assurance & Improvement, co-workers, group and individual training, meetings and workgroups.

Works with Case Managers, supervisors, and other appropriate staff to assure clients receive excellent customer service in accordance with NWSDS Core Values.

Provides referrals to Case Managers or other resources for clients who appear to have unmet service needs.

Maintains and shares information according to privacy regulations.

Serves as a Mandatory Reporter of suspected abuse of vulnerable populations as required by policy and regulation.

Serves as Worker of the Day providing coverage as needed.

Secondary Functions

Attends client/applicant hearings and provides testimony, as needed.

Performs other duties as assigned.

Supervisory Responsibilities




Work Environment/Physical Demands

The incumbent typically works in an office environment and uses a computer, telephone and other office equipment as needed to perform duties. Work also involves occasional travel. The noise level in the work environment is typical of an office environment. Incumbent may encounter frequent interruptions throughout the work day.

The employee is regularly required to sit, talk, or hear; frequently required to use repetitive hand motion, handle or feel, and to stand, walk, reach, bend or lift up to 25 pounds.

Contact with the public in home or office environments may risk exposure to irrational/hostile behavior, contagious diseases, or contact with domestic animals.

The physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


Classification: Eligibility Specialist                    Position Number: Varies

Salary Range: R18                                         FLSA Status: Non-Exempt

Unit: Varies                                                            Location: Varies

Reports To: Services Manager                        Union Status: Represented

Last Revision: November 2008


This job description in no way states or implies that these are the only duties to be performed by an employee occupying this position. Employees may be required to perform other duties as assigned, including work in other Agency unit/location to ensure workload coverage. Employees are required to follow any other job-related instructions and to perform any other job-related duties requested by their supervisor.

Requirements are representative of minimum levels of knowledge, skills, and abilities. To perform this job successfully, the employee will possess the abilities or aptitudes to perform each duty proficiently.    

Experience and Skills:

Experience and Education

Minimum Qualifications

Any equivalent combination of education and experience, which demonstrates the knowledge, skills, and abilities required, will be considered; however, the following is preferred:

  • Associate’s degree in social sciences, business administration or other related studies: and
  • Two years of responsible social service or business experience involving interviewing to obtain information of a personal and technical nature.
  • Successful completion of a background check.

Knowledge, Skills and Abilities


Ability and willingness to support Agency mission, ethics and core values.

Good interpersonal skills, including listening: ability and willingness to work effectively with others; use of good judgment, courtesy and tact, as well as the ability to understand and respond to requests from internal and external clients, social service professionals and/or the general public.

Knowledge of, and commitment to, rules governing client confidentiality, mandatory reporting, provider records, and investigations.

Ability to work independently, organize and structure own work, and exercise initiative.

Ability to understand and interpret applicable policies and apply them to problem-solving and decision-making in order to serve external and internal clients.

Ability to apply the required knowledge and skills in a timely, accurate, and efficient manner to meet deadlines.

Ability to speak, read, write and understand English, and follow verbal and written instruction.

Basic knowledge of, and ability to utilize, basic technology, such as voice mail, e-mail, word processing, and data entry.


Knowledge and understanding of the needs of individuals with financial and social problems.

Knowledge of the functions and scope of public assistance programs, private agencies and institutions providing social support services to seniors and people with disabilities.

Ability to effectively interview people to secure specific types of information for services.

Ability to accurately maintain records, prepare statistical reports, and recognize data entry and/or math errors.

Other Requirements

This position requires the ability to secure and maintain a driver's license valid in the state of Oregon, or an acceptable alternative means of transportation.

Regular attendance as an essential element and it is required to meet the demands of this job, and to provide necessary services.

Requires successful completion of a background check.


Comments are closed.