• Eligibility specialists assess whether or not individuals qualify for various programs.
• Typically these programs offer financial aid from the government, especially in the health care industry.
• Eligibility specialists may work with Federal assistance or other government-sponsored programs.
• Duties The primary task of an eligibility specialist is to review applications for various aid programs and ensure that applicants are eligible for them.
• This entails verifying that any application forms have been filled out correctly and checking the information on the forms for accuracy
• This may require specialists to follow up with applicants a number of times.
• In general, specialists engage in a lot of communication with applicants for aid programs. In addition to fact-checking, they can act as an information resource to people who need financial assistance.
• They may even play the role of counselor or advocate by advising people on what aid programs may benefit them and then helping them receive that benefit.
• A large part of eligibility specialists' jobs include documentation and paperwork as well as computerized record keeping. In addition to preparing and maintaining client files, they must keep track of client appointments and any changes in the policies of their organization.
Essential Duties and Responsibilities
• Reviews alerts/tracking dates; completes and process necessary documents by deadlines
• Provides and documents resources and referral services as needed
• Enters the client’s data into the computer and performs a client’s search to establish the case
• Determines eligibility and if applicable, sends needed information letter or notice of eligibility/waiting list letter
• For ongoing eligibility; verifies that all information remains the same and processes any changes by State determined deadline
• Follows through on all adverse actions, suspension of service, and processes any changes by State determined deadline Microsoft Suite / Word / Excel Attention to details a must Clerical duties Scanning Filing
• Job requirements for eligibility specialists vary depending on the type of work one does.
• For eligibility 'fact checkers' who comb over paperwork looking for errors, a high school diploma may be the sufficient educational qualification.
• For specialists who involve themselves in more of the application process as an advocate or counselor, an associate's or bachelor's degree may be necessary.
• Future eligibility specialists might study business management.
• The curriculum teaches them the skills required to operate a business, such as marketing, public relations, and human resources.
• They could also earn a degree in social work, which studies how to improve a person's well-being through socioeconomic institutions and policies.
• Excellent attendance is a must. This is a very busy environment and almost perfect attendance is requested.
• Only submit candidates who are committed to being on time everyday and being in work every day."
• 2 years experience in related field with public contact
• Case Management a plus
• High School or higher
• Bilingualism may be helpful as eligibility specialists may have significant dealings with non-English speakers.
• This role is for one year perhaps longer.