Clerical Worker

Job Summary:

The Eligibility Specialist is responsible for reviewing, verifying, and processing applications and supporting documentation to determine eligibility for services or programs. This role places a strong emphasis on accuracy, compliance, and timely processing, particularly when handling disability-related documentation. The specialist works closely with internal teams and applicants to ensure all requirements are met and services are delivered efficiently.

Key Responsibilities:

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  Review, analyze, and quality-check disability documentation and other supporting materials for completeness, accuracy, and compliance


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  Determine applicant eligibility based on established guidelines, policies, and regulatory requirements


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  Process applications and maintain detailed, accurate records in internal databases and case management systems


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  Identify discrepancies or missing information and follow up with applicants, healthcare providers, or internal stakeholders as needed


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  Ensure all documentation meets federal, state, and organizational compliance standards


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  Maintain confidentiality of sensitive personal and medical information in accordance with privacy regulations


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  Monitor application status and meet established deadlines and productivity benchmarks


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  Provide clear and professional communication to applicants regarding eligibility status, required documentation, and next steps


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  Collaborate with team members, supervisors, and cross-functional departments to resolve complex cases


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  Assist with audits, reporting, and continuous process improvement initiatives


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  Stay current on policy updates, program changes, and regulatory requirements


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  Perform additional administrative or program-related duties as assigned


 

Qualifications:

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  High school diploma or equivalent required; associate’s or bachelor’s degree preferred (e.g., social services, healthcare administration, or related field)


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  1–3 years of experience in eligibility determination, case management, administrative support, or a related field preferred


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  Strong attention to detail with the ability to review complex documentation accurately


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  Knowledge of disability documentation or healthcare-related records is a plus


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  Familiarity with federal and state assistance programs or insurance processes is preferred


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  Excellent organizational and time management skills with the ability to handle multiple cases simultaneously


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  Strong written and verbal communication skills


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  Proficiency in Microsoft Office and data entry systems; experience with case management software is a plus


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  Ability to work independently and as part of a team in a fast-paced environment


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  Strong problem-solving and critical-thinking skills