Eligibility specialists work in government agencies or healthcare industries, advising people about financial aid programs and determining eligibility. They answer public inquiries, interview candidates, check references, approve or deny aid, and document each case. Strong people skills and knowledge of financial aid programs are necessary.
A career as an eligibility specialist is suitable for people who enjoy working with the public and have great interpersonal skills. This position usually involves working within a government agency or in the healthcare industry. An eligibility specialist’s key role is to advise people about financial aid programs and determine who meets the requirements to receive help. Consequently, some common job duties include answering public inquiries, interviewing candidates, checking candidates’ references, approving or denying financial aid, and documenting each case.
Responding to a variety of public inquiries on a daily basis is a big part of that job. When individuals have questions about different government or health care programs, usually an eligibility specialist is responsible for providing answers. Depending on the agency he works for, he may be responsible for knowing just one show or potentially multiple shows. Properly performing this task requires an eligibility specialist to have experience, in-depth knowledge of each financial aid program, and significant people skills.
Interviewing candidates is another important part of this position. For this practice, the specialist typically meets with an applicant and discusses financial aid needs. If an applicant is looking for health care coverage, for example, an eligibility specialist may ask questions about the applicant’s health history, current health insurance plan, and other relevant information. He will also review the application to ensure that everything is filled in correctly and the applicant appears to be eligible.
After interviewing a candidate and all the information looks good, an eligibility specialist will usually check the candidate’s references. This typically involves contacting employers and personal references to determine the legitimacy of a candidate’s claims. Verification of this information is often mandatory before an applicant can be approved for assistance.
After he has conducted an initial interview and contacted a few references, an eligibility specialist will approve or deny an application. If approved, he will review all the necessary information and provide the applicant with additional documents. When denying an application, it will explain the reasons behind the denial and explain what further actions can be taken for financial assistance.
An additional aspect of this work involves the documentation of each case. In most cases, an eligibility specialist will be required to complete the paperwork and enter information into the computer. This practice helps keep track of each candidate’s files, which can be later revised if necessary. To perform this action effectively, it helps an individual’s organization.
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