Benefits Analyst I/II - Limited Term (Open)

County of San MateoSan Mateo, CA
Hybrid

About The Position

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. They respond to client inquiries and reported changes, refer customers in need of service to appropriate community resources, prepare and maintain records/reports, utilize public assistance benefits processing systems, and perform mathematical calculations to determine eligibility for public assistance programs. This is a limited-term position, not to exceed three years.

Requirements

  • 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.
  • 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.
  • Knowledge of principles of eligibility determination.
  • Knowledge of functions of public social services and agencies.
  • Knowledge of interviewing techniques.
  • Knowledge of public assistance laws and regulations.
  • Knowledge of problems requiring referral for casework services.
  • Knowledge of office procedures and practices, including filing and the operation of standard office equipment.
  • Knowledge of basic record keeping principles and practices.
  • Knowledge of automated systems.
  • Ability to follow instructions.
  • Ability to organize and maintain a heavy workload on a current basis and within set deadlines.
  • Ability to interview effectively and secure the cooperation of customers in obtaining pertinent personal information.
  • Ability to make arithmetic computations quickly and accurately.
  • Ability to utilize data processing systems.
  • Ability to interpret and apply laws, rules, and regulations.
  • Ability to communicate effectively, orally and in writing, with people of diverse backgrounds and cultures.
  • Ability to establish and maintain effective working relationships with those contacted in the course of the work.

Nice To Haves

  • Experience serving economically disadvantaged persons is preferred.

Responsibilities

  • Perform interviews by phone or in person to determine eligibility for public assistance programs including CalWORKs, General Assistance, CalFresh, 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 suspected fraud according to policy and procedure.
  • Utilize data processing systems which apply to eligibility and grant determination.
  • Attend staff meetings and in-service training sessions.
  • Perform related duties as assigned.

Benefits

  • Medical and dental benefits, similar to regular employees
  • A defined contribution retirement plan
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service