Benefits Analyst I/II - Limited Term
Listed on 2026-09-13
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Government
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Customer Service/HelpDesk
Benefits Analysts perform a variety of tasks for applicants and recipients of public assistance including providing exemplary customer service in a call center environment and in regional offices, interviewing clients, and determining eligibility for one or more types of public assistance programs in accordance with established procedures/guidelines; responding to client inquires and reported changes; referring customers who are in need of service to the appropriate resource in the community;
preparing and maintaining records/reports; utilizing public assistance benefits processing systems; and preparing mathematical calculations to determine eligibility for public assistance programs.
- Two years of clerical or public contact work experience which involved responsibility for interviewing and recordkeeping, or two years of college level coursework, or one year of experience performing assessment, placement, and/or public assistance eligibility work in a social services department within the last five years.
- A commitment to public service demonstrated in part or prior experience providing exceptional customer service in the public, private or non-profit sector.
- Ability to be compassionate, have a positive attitude, and be motivated to help others.
- Experience serving economically disadvantaged persons is preferred.
- Proven capacity to build collaborative relationships with co-workers and clients from diverse cultural/socio-economic backgrounds.
- Ability to work in a highly structured, fast-paced, and sometimes stressful environment.
- Ability to apply and interpret complex laws, rules, and regulations.
- Ability to perform mathematical computations quickly and accurately and utilize public assistance benefit processing systems effectively.
- Experience collecting and/or verifying sensitive information.
- Excellent written and oral communication skills including excellent telephone skills to communicate courteously, efficiently, and accurately over the phone.
Limited Term Employees are assigned to assignments not to exceed three years. They receive medical and dental benefits, similar to regular employees, and a defined contribution retirement plan. The eligible list generated from this recruitment may be used to fill future extra-help, term, unclassified, and regular classified vacancies.
Examples Of Duties Duties may include, but are not limited to, the following:- Perform interviews by phone or in person and to determine eligibility for public assistance programs including CalWORKs, General Assistance, Cal Fresh, Health Insurance, and Cash Assistance Program for Immigrants.
- Research and collect all required information to determine eligibility for appropriate programs.
- Provide eligibility determination information in person and/or via phone.
- Review, evaluate, and verify information submitted by applicants or recipients; contact appropriate sources of information to determine total financial resources of customers.
- Determine if customers are eligible or continue to be eligible for public assistance based on established federal, state, and county guidelines.
- Process eligibility forms.
- Compute financial budgets using required data systems to determine amount of cash payment and/or special benefits.
- Refer customers to appropriate agencies for specialized services.
- Maintain a record of all contact details.
- Maintain an updated appointment schedule.
- Complete case narrative templates as required following established procedures.
- Assist in developing immediate solutions to emergency problems and expediting delivery of needed services.
- Explain, interpret, and clarify public assistance laws and regulations, agency resources, procedures, rights, and responsibilities to customers.
- Report…
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