Job Description

Overall Job Objective

$62,545.60 - $78,145.60 Annually
San Mateo County, CA
Job Type
Human Services Agency
Job Number
10/25/2018 11:59 PM Pacific

The Human Services Agency is currently looking for qualified candidates for their Benefits Analyst III positions. Under general supervision the Benefits Analyst III will perform a variety of tasks for recipients of public assistance in order to provide vocational development and job placement through assessment of customer skills and aptitudes and support of customers through to an ongoing employment situation; perform lead work; train new workers; assist in supervisory functions in the absence of the supervisor; and/or perform eligibility work in units such as Regional Office Face-to-Face Intake or Continuing or Case Management Team (CMT), Intake Processing Center (IPC), Quality Assurance, Overpayments, Foster Care or Regional Offices. 

There are currently 4 vacancies: 1 Benefits Analyst III - Unit Lead in the Economic Self Sufficiency Unit, 1 vacancy in Staff Development Unit for Quality Assurance, 1 Embedded Program Trainer in Staff Development, and 1 vacancy in the Overpayment Unit.

Benefits Analyst III - Quality Assurance - Staff Development 
The primary responsibility of the Quality Assurance Benefits Analyst III will be to conduct Tier 2 case reviews (re-reviews of supervisor case reviews). Other responsibilities may include:

  • Address any challenges that arise from Tier 1, Tier 1.5 or Tier 2 case reviews. Escalate the cases to the program policy analyst, program manager or division director as necessary.
  • Participate in all staff meetings and trainings.
  • Assist in collecting and disseminating quality assurance data, identify error trends and assist in developing training curriculum.
  • Assist with state quality control reviews and audits.
  • On a regular basis, complete random case reviews as assigned by your supervisor.
  • Participate in work groups, trainings and meetings as assigned.

Embedded Program Trainer - Staff Development 

In support of the Human Services Agency's strategic objective, the Agency has revamped its Staff Development branch by introducing a new function, Embedded Program Trainer (EPT), under the Benefits Analyst III classification. EPTs will report structurally to the Staff Development branch in order to ensure overall coordination and consistency in training practice.

EPTs will specialize in a single functional area and work alongside both Program Analysts and Human Services (HS) Supervisors to support staff across all public assistance programs. Refreshers and policy updates will be more effective and provide the valuable information that staff need when it is executed with intention and consistency. The EPTs must work closely with HS Supervisors to interpret policy memos, plan for update trainings, and disseminate new operation procedures. This allows HS Supervisors and Program Analysts to have a direct mechanism to identify training needs and solutions for issues in the field.

Key work functions include:
  • Conducting refresher trainings for Economic Self Sufficiency staff.
  • Developing online training.
  • Training new staff on key aspects of operations, including key tools and technology that assist in applying policy.
  • Providing guidance and resources on program policies, processes, and corresponding systems.
  • Developing successful training programs, materials, and methodologies.
  • Collaborating with units they train in order to better understand their processes and how to best apply state/federal/local regulations.

Benefits Analyst III - Unit Lead - Economic Self Sufficiency
Under general supervision, the Benefits Analyst Unit Lead will perform a variety of tasks which may include (but are not limited to) the following: assist in the assigning, directing and reviewing the work of a unit of Benefits Analysts, perform lead work/tasks, train new workers, assist in supervisory functions in the absence of the supervisor, determine eligibility, and work directly with clients in the issuance of public assistance benefits. The ideal candidate will be diplomatic and a team player; will have a working knowledge of Public Assistance programs such as Medi-Cal, CalFRESH, General Assistance,  Cash Assistance Program for Immigrants, and CalWORKS, and will have the ability to use CalWIN, MEDS and the Compass systems.

Benefits Analyst III - Overpayment Unit
The Overpayment Unit supports the Human Services Agency's value of Fiscal Stewardship by validating overpayment claims to ensure their accuracy. The Benefits Analyst III is a journeyman position within the organization and provides support activities to Economic Self-Sufficiency, Special Investigations Unit and Fair Hearings related to overpayment claims for CalWORKs, CalFresh, General Assistance and Foster Care programs.

The BA III's assigned to this unit must be able to work independently and collaboratively, be detail oriented, have excellent writing and communication skills
Key work functions include:
  • Establishing/validating overpayment/over-issuance claims.
  • Processing Integrated Fraud Detection (IFD-440) abstracts.
  • Updating claim information in the Ventura Automated Collection system (VACS).
  • Reviewing courtesy collections and/or e-ICT claims.
  • Reconciling claims between CalWIN and VACS.
  • Interacting with other county Human Services Agencies.
  • Providing testimony at Fair Hearings and/or Criminal Court.

NOTE: The eligible list generated from this recruitment may be used to fill future extra-help, term, unclassified, and regular classified vacancies within the same classification. 

If you are interested in working as a Benefits Analyst III, you are encouraged to apply at this time.

Examples Of Duties

In general, duties may include, but are not limited to, the following:

  • Explain, interpret and clarify public assistance laws and regulations, agency resources, procedures to all staff.
  • Conduct case reviews under the direction of supervisor.
  • Develop solutions for emergency problems and expedite delivery of needed services for clients; assist staff with problems/issues on complicated cases.
  • Prepare Fraud Referrals, Claim Determination Reports, overpayment/underpayment, Schedules and Referrals to the Special Investigation Unit.
  • Develop and conduct training on caseload management procedures for new employees and in-service training for lower level Benefits Analysts.
  • Prepare information for case records; write reports and correspondence.
  • Work with supervisor in developing and conducting individual on-the-job training for new employees assigned to the unit or employees having difficulty in apply policies and procedures.
  • Provide support and guidance to staff in difficult situations, including offering assistance in contact with clients in stressful situations.
  • Conduct refresher trainings one-on-one, with a leads and supervisors, or by units using traditional classroom training, unit meetings, or e-Learning modules.
  • Manage and maintain a caseload; determine eligibility and grant determination for more complex cases.
  • Serve as back-up for the supervisor in his/her absence (i.e. sick leave, vacation, meetings, etc).
  • Assist with assignment, direction and case work review of a team of Benefits Analysts to ensure proper operation of the unit.
  • Provide staff with program and/or procedural informational resources as well as customer referral resources, both within the county and/or in the community.
  • Participate in special assignments as needed (i.e. workgroups and committees).
  • Manage and maintain a caseload/work load with the ability to multi-task and meet conflicting deadlines in a fast-paced environment.
  • Perform related duties as assigned.


County Promotional Only. Only current San Mateo County or San Mateo County Superior Court employees with at least six months (1040 hours) of continuous service in a classified regular, probationary, SEIU or AFSCME represented extra-help/term position may apply.

Education and Experience: Any combination of education and experience that would likely provide the required knowledge, skills and abilities is qualifying. A typical way to qualify is two years of experience performing public assistance eligibility work in a welfare department.

Knowledge of:
  • Principles and procedures of eligibility determination and grant maintenance.
  • Functions of public social services and agencies.
  • Public assistance laws and regulations.
  • Interviewing techniques.
  • Client problems which require referral for casework services.
  • Modern office procedures, equipment and practices.
  • Principles of training.
  • Principles and practices of the specialty unit to which assigned.
  • Office procedures and practices, including filing and the operation of standard office equipment.
  • Automated systems. 

Skill/Ability to: 
  • Train employees.
  • Resolve casework problems and make recommendations for solution.
  • Interpret and apply welfare laws, rules and regulations.
  • Communicate effectively orally and in writing with people of diverse backgrounds and cultures.
  • Establish and maintain effective working relationships with those contacted in the course of the work.
  • Organize and maintain a heavy workload on a current basis and within set deadlines.
  • Interview effectively and secure the cooperation of customers in obtaining pertinent personal information.
  • Make arithmetic computations quickly and accurately.
  • Utilize data processing systems.
  • Prepare, maintain and interpret reports and records.
  • Work under pressure and with frequent interruptions.


This is a County Promotional Only recruitment.  Only current San Mateo County or San Mateo County Superior Court employees with at least six months (1040 hours) of continuous service in a classified regular, probationary, SEIU or AFSCME represented extra-help/term position may apply. Responses to the supplemental questions must be submitted in addition to our regular employment application form. A resume will not be accepted as a substitute for the required employment application and supplemental questionnaire.

The examination process will consist of an application screening based on the candidates' application and responses to the supplemental questions. Candidates who pass the application screening will be invited to a panel interview (weight: 100%). Depending on the number of applicants, an application appraisal of education and experience may be used in place of other examinations or further evaluation of work experience may be conducted to group applicants by level of qualification. All applicants who meet the minimum qualifications are not guaranteed advancement through any subsequent phase of the examination. All examinations will be given in San Mateo County, California and applicants must participate at their own expense. 

IMPORTANT: Applications for this position will only be accepted online. If you are currently on the County's website, you may click the "Apply Online" button above. If you are not on the County's website, please go to to apply.

~Tentative Recruitment Schedule~
Final Filing Date: October 25, 2018
Screening: October 29, 2018
Combined Panel Interviews: November 19, 2018 and/or November 20, 2018


At the County of San Mateo, we take pride in the way our employees bring together their diverse backgrounds, experiences, and perspectives to serve our community's needs. The County is an Equal Opportunity Employer.

Analyst: Arlene Cahill (101118) (Benefit Analyst III - G069)

Keywords: benefits analyst, eligibility

Application Instructions

To learn more about the position and/or to apply, please click the link below. If link is not available, please read the information above for detailed instructions on how to apply.

Apply Online