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Eligibility Specialist - 254-07-21

    • Job Tracking ID: 512378-780459
    • Job Location: Tillamook, OR
    • Job Level: Mid Career (2+ years)
    • Level of Education: 2 year degree
    • Job Type: Full-Time/Regular
    • Date Updated: July 30, 2021
    • Years of Experience: 2 - 5 Years
    • Starting Date: ASAP
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Job Description:

This position requires someone who can gather information AND likes working with numbers, policies and people 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 #:  254-07-21

Closes:              July 29, 2021 

Location:           Tillamook

Salary:               Starting at $3,682 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.


Meets Agency Mission, Vision and Values by determining financial eligibility for benefits and enrolling consumers in various medical assistance programs.

Eligibility Specialist positions may focus on specific outcomes or focus on carrying a specific workload, specializing in intakes, re-certifications, or a combination of all noted outcomes and may change.



1.    Determines eligibility for participation in financial, medical and SNAP benefit programs by:

  • Interviewing individuals via phone or in person to gather necessary information.
  • Explaining benefits and resources available.
  • Review application document for completeness (may include helping individual through application process).
  • Assisting applicant in obtaining verifications.
  • Collaborating and coordinating with others including Department of Human Services, Oregon Health Authority, Coordinated Care Organizations, attorneys, behavioral health partners, pharmacies, Social Security Administration, Medicare, medical providers, etc.
  • Processing forms and documents.
  • Applying program rules and policy to determine if individual qualifies for programs.
  • Providing notification of eligibility decisions timely and completely as outlined in rules and policy.
  • Maintaining electronic and paper consumer files.
  • Covering incoming calls on eligibility for unit, i.e. “Worker of the Day.”

Abilities, skills and knowledge required: knowledge of program rules and ability to apply knowledge; general math ability; ability to interview and obtain general and financial information; ability to keep up with fast changing rules through training and resources provided by the Agency; experience with seniors and people with disabilities; experience in customer service; ability to collaborate and coordinate with others; ability to learn and use database to maintain complete and timely files, including data entry and narration of ongoing work.

 2.    Conducts annual reviews of financial eligibility for participation in financial, medical and SNAP benefit programs by:

  • Ensuring consumer receives re-determination information.
  • Reviewing returned materials for completeness.
  • Contacting consumer for additional information or to clarify as necessary.
  • Applying program rules and policy to determine if individual continues to qualify for program.
  • Providing notification of eligibility decisions timely and completely as outlined in rules and policy.
  • Maintaining electronic and paper consumer files.
  • Processing information, forms and documents between determinations to ensure consumer benefits are current. 

Abilities, skills and knowledge required: Ability to meet required deadlines; ability to process a high volume of work with critical deadlines; ability to organize and prioritize work and meet required timeframes; ability to meet quality work standards.

 3.    Provides ongoing consumer maintenance by:

  • Receiving, reviewing and processing updated information from consumers.
  • Adjusting benefits as needed.
  • Verifying information.

Abilities, skills and knowledge required: As noted elsewhere in this description.

 4.    Provides additional assistance to consumers as needed by:

  • Processing and reviewing forms and data related to MMIS database.
  • Providing addition resources and community referrals as appropriate.
  • Attending consumer hearings and providing testimony as necessary.
  • Processing other reports as necessary, such as reporting deceased consumers, monthly reports to manager on closed, denied and withdrawn cases. 

Abilities, skills and knowledge required: As noted elsewhere in this description.

 5.    Promotes person centered services by:

  • Embracing and exhibiting the Agency Mission and Core Values.
  • Understanding the role of consumer choice.
  • Interacting with the public, consumers, co-workers and others in a patient, respectful and culturally appropriate manner.
  • Educating self and others of resources available for populations served including researching electronic and written materials and Aging and Disability Resource Connection of Oregon resource database.
  • Understanding other Agency resources and accessing resources and assistance as needed to assist consumers the public.

Abilities, skills and knowledge required: ability to learn available services of Agency and other community services; ability to source information regarding other available services; ability to build relationships and network; understanding of the role of the individual’s preferences in care success; work effectively with individuals; present information; exhibit good judgment; speak, read, write and understand English; and follow verbal and written instruction.

 6.    Protects consumers and reduces Agency risk by: 

  • Following policies, regulations and requirements of project and Agency; documenting plan and progress as required. 
  • Serving as a Mandatory Reporter of suspected abuse of vulnerable populations as required by policy and regulation.
  • Maintaining and sharing information according to privacy regulations.

Abilities, skills and knowledge required:  ability to learn and apply policies, regulations, requirements, rules around mandatory reporting and privacy and confidentiality.

 7.    Provides excellent service in a professional manner by:

  • Meeting the needs of consumers, following through, meeting deadlines, and maintaining skills and knowledge to perform the job.
  • Applying the required knowledge and skills and exhibiting critical thinking and problem solving.
  • Exhibiting good decision making, problem solving and work habits.
  • Meeting quality standards in accuracy, judgement, timeliness and following policy and procedure.
  • Exhibiting good work habits, including organizational skills, regular attendance, working independently, seeking and offering assistance when needed.
  • Exhibiting technology skills related to the work needing to be done, (word processing, spreadsheets, database, internet research, mail, IM, phones, copiers, assessment programs like as CAPS, Oregon ACCESS, etc.);
  • Regular attendance to meet the demands of this job and provide necessary services.

Abilities, skills and knowledge required: excellent organization skills; ability to use technology to prioritize and monitor workload, such as spreadsheets, calendaring, etc.; ability to multi-task.



Ensures Non-English speaking consumers receive services by:

  • Communicating with individuals whose primary language skills are non-English.
  • Providing services to consumers whose primary language skills are non-English.
  • Serving as an interpreter for the Agency in identified language pair, including oral and written, interpreting and explaining forms, explaining rules and policies, etc.
  • Translation of written materials.

Abilities, skills and knowledge required: Ability to successfully demonstrate the required level of proficiency for bilingual duties in identified language pair (English/Spanish or Russian or ASL, etc.) oral and written.  Knowledge of bicultural issues.







Experience and Skills:


We will consider any combination of education and experience that shows the minimum knowledge, skills and abilities to perform the job.  A typical way to obtain this combination would be:

  • Associates degree in social sciences, business administration or other related studies;
  • Two years of responsible social service or business experience involving interviewing to obtain information of a personal and technical nature.
  • Ability to secure and maintain a driver’s license valid in the state of Oregon, or an acceptable alternative means of transportation. Successful completion of a background check.


  • Successful completion of a

           - Language proficiency test


This is a fast-paced, deadline-driven position where accuracy, efficiency and excellent customer services are essential.  Frequent consumer contact, high volume detailed work.

This job is performed primarily in the office with possible occasional work in the field. 

Office work will be conducted using general office equipment, includes substantial sitting and is performed primarily in a cubicle environment, with noise and interruptions, being on phones and working at a computer.  Field work requires travel to clients in a variety of settings, homes, facilities, etc. of varying level of cleanliness and repair.  Field work requires driving an Agency car or employee car, carrying and using a laptop computer.

These essential outcomes require regular sitting, talking, hearing, computer use; 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.  

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Classification:  Eligibility Specialist

                        Bilingual Eligibility Specialist

Position Number: varies

Salary Range: R19/R20 for bilingual

FLSA Status: Non-Exempt

Unit: Varies

Location: Varies

Reports to: Services Manager

Union Status: Represented

Last revision: May 2016


This job description is a general guide for the job to be performed and does not cover everything. Employees may be required to perform other duties, including covering for, and in, other offices. Employees are expected to follow and perform other job-related duties requested by their manager.

Reasonable accommodations will be made as needed.

Job descriptions are subject to change.

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