Salary Group B13

Class No. 5622



Performs moderately complex (journey-level) eligibility determinations for social services programs. Work involves reviewing eligibility files, interviewing clients, documenting client information, determining benefits, verifying case data, and explaining program benefits and requirements. Works under general supervision, with limited latitude for the use of initiative and independent judgment.


Obtains, verifies, and calculates income and resources to determine client financial eligibility for social service programs.

Processes, monitors, reviews, and communicates case status and changes to clients, their families, or authorized representatives.

Interviews clients, their families, or authorized representatives to gather information for use in determining benefit eligibility.

Certifies program eligibility, computes benefit levels, and determines the length of eligibility.

Conducts reviews to determine or verify new and continued program eligibility.

Explains program benefits, requirements, rights of appeal, and fair hearings to clients, their families, or authorized representatives.

Calculates and processes changes to client benefits such as overpayments, adjustments, or restoration of benefits.

Documents case records to maintain accurate and confidential client records.

Communicates with internal and external stakeholders to provide and verify information, answer inquiries, address issues, or resolve problems and complaints.

Assists advisors in resolving complaints and escalated issues with automation systems.

May consult with program staff on policies, practices, records, budgets, and community resources.

May speak to community groups to explain programs.

May participate in unit administration and program development.

Performs related work as assigned.


Experience and Education

Experience in social services, financial eligibility determination, or investigative work. Graduation from an accredited four-year college or university with major coursework in human services, social science, business, or a related field is generally preferred. Experience and education may be substituted for one another.

Knowledge, Skills, and Abilities

Knowledge of state and federal program eligibility guidelines, regulations, and policies; of social service eligibility requirements; and of community welfare resources.

Skill in interviewing, in conducting individual needs assessments, and in the use of a computer and applicable software.

Ability to maintain effective working relationships, to elicit and evaluate information, to conduct research and investigations, to perform basic arithmetic and data analysis, and to communicate effectively.

State Auditor’s Office

Revised 9-1-15