Salary Group B14

Class No. 5624



Performs complex (journey-level) eligibility determinations for social services programs. Work involves coordinating the review of eligibility files, interviewing clients, documenting client information, determining benefits, verifying case data, explaining program benefits and requirements, and resolving problems and complaints. May train others. Works under general supervision, with moderate latitude for the use of initiative and independent judgment.


Coordinates client financial eligibility activities for social service programs.

Coordinates and conducts reviews to determine or verify new and continued program eligibility.

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

Conducts life needs assessments and participates in developing client support plans.

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

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

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

Counsels clients on social services programs, related laws, tax issues, and other state and federal regulations.

Reviews suspected fraud cases and makes referrals to investigators.

Reviews case records to determine validity and accuracy of eligibility determinations made by other staff.

Assists in unit administration and program development.

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

May initiate and monitor special projects.

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

May speak to community groups, attend board meetings, and serve on committees.

May testify in court as a technical authority on eligibility issues.

May train others.

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 course work 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, to communicate effectively, and to train others.

State Auditor’s Office

Revised 9-1-15