Eligibility Specialist

Who we are: SHELTER, Inc. is an independent, community-based non-profit organization created in 1986 to lead Contra Costa County's effort to eliminate homelessness. We now serve Contra Costa, Alameda and Solano Counties.

Our Mission: To prevent and end homelessness among low-income, homeless, and disadvantaged families and individuals by providing housing services, support and resources that lead to self-sufficiency.

What you will do: This position interviews participants and prospective clients to determine their eligibility for a wide range of social services. Gathers and verifies information. Assists participants and clients to complete application forms for government and other social services and submits for approval.

You will:

·         Work with Case Managers to engage participants in need of services and identify potential candidates

·         Performs interactive interviews to elicit eligibility information, obtain and/or verify financial, employment, tax and personal demographic information and determine eligibility for public assistance programs and services

·         Explains regulations, rules, and policies to clients and apprises them of their rights, responsibilities, and eligibility for participation in various public assistance programs and services

·         Work with a core group of individuals consistently over time in order to create a plan to meet their needs, particularly with those who may not independently seek services

·         Proactively initiate non-judgmental conversation and a consistent presence

·         Assist individuals applying for disability benefits using the eligibility components;

·         Initiate paperwork with consumers by filing initial documentation of representation with SSA office

·         Complete interviews with participants to gather information to complete SSI/SSDI applications

·         Gather medical records and other information to complete SSI/SSDI applications

·         Write Medical Summary Reports for participant applications

·         Accompany participants to appointments at the Social Security Administration and maintain communication with Social Security Administration (SSA) and the California State Disability Department regarding cases

·         Coordinate visits to medical doctors, psychiatrists, and other specialists to obtain evidence for case

·         Consult with team members on strategies

·         Provide case management assistance and coordinate complex needs of multiple individuals within a larger continuum of care

·         Identify other community resources and provide in-depth referrals to housing and medical and mental health services

·         Maintain records in EHMIS, including progress notes, incident reports, referrals, and psychosocial assessments in timely manner

·         Represent SHELTER, Inc. and the Homeless Programs at trainings, community meetings, and other venues as needed

·         Attend any trainings/certifications as required

·         Perform other duties as assigned


Who are you?

·         Knowledge of social service resource systems (SSI, SDI, Medi-Cal, etc.).

·         Knowledge and skills in handling substance abuse and mental health issues.  

·         Knowledge of public benefits and financial resources available in the Fairfield community.

·         Ability to successfully develop relationships utilizing motivational interviewing techniques.

·         Knowledge of family budgeting and money management.

·         Thoroughness and accuracy with data collection, entry and quality control in a web based database. 

·         Patience/tolerance and tact/diplomacy.

·         Clear/firm-yet-flexible boundaries, consistent energy level and positive demeanor.

·         Professionalism: high level of integrity and strong ethical values show capacity to maintain highest standards of confidentiality with all records, including organizational and individual information.

·         Strong oral/written communication and listening skills.

·         Self-motivated and accountable for work time and other agency resources.

·         Quality control: demonstrates accuracy and thoroughness, monitors own work to ensure quality and applies feedback to improve performance.

·         Well organized: able to effectively manage multiple assignments to meet project deadlines.

You should have:

·         Bachelor’s degree in human services or related field.

·         2 years of experience working directly with individuals experiencing homelessness who have mentally illness and/or are dually diagnosed

·         Knowledge of mental health and substance abuse clinical techniques

·         Knowledge of East Bay (Contra Costa and Solano Counties) area social service resources

·         Superior interpersonal, oral communication, writing, and computer skills;

·         Superior organizational skills and attention to detail; ability to prioritize multiple tasks and meet frequent deadlines;

·         Ability to build rapport with a diverse population, developing trust and conducting interviews in non-traditional settings and unstructured environments

·         Ability to cultivate partnerships and positive relationships with other providers and community stakeholders;

·         Must drive personal car on behalf of agency business and have a DMV record that permits driver to be insured under SHELTER, Inc.’s automobile coverage.

·         Must successfully pass a criminal background check.

Nice to have:

·         Five years’ experience working as an Eligibility Specialist

·         Master’s Degree with emphasis in social services, psychology or related fields

·         Familiarity with federal and state public benefits programs and/or SOAR

·         SOAR Certification


SHELTER, Inc. Benefits:

Medical, Dental, Vision, Life Insurance, AD&D, LTD, EAP, Aflac Voluntary Insurances, Flexible Spending Account, 403b Retirement Plan, 14 paid holiday (including one on or around your birthday) and 18 days of Paid Time Off to start!

To Apply:Email your cover letter and resume to resumes@shelterinc.org.

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