Benefits Analyst III (Departmental Promotional Only)

Job Description:

Benefits Analyst III (Departmental Promotional Only)

Description

Description
The Human Services Agency is currently looking for qualified candidates for the Benefits Analyst III (BA III) position. 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 Case Management Team (CMT), Foster Care, Intake Processing Center (IPC), Regional offices, or the Service Center.


Embedded Program Trainer - Staff Development
In support of the Human Services Agency's strategic objective, the Agency has created the function of the Embedded Program Trainer (EPT) under the Benefits Analysts III classification. EPT's report structurally to Staff Development & Technology Services branch in order to ensure overall coordination and consistency in training practice. They must work closely with their Training Supervisors and Program Policy Analyst to interpret policy memos, plan for update trainings, and disseminate new operational procedures. They also work closely with Human Services Supervisors to support staff across all public assistance programs. Key work functions include:

• Developing training materials for refresher training for Economic Self-sufficiency staff, including PowerPoint presentations, quick guides, step-by-step instructions, and e-Learning modules.
• Providing staff with tools and resources to help navigate updates and changes in program policies and systems.
• Assisting training supervisor in conducting induction training.
• Training new staff on key aspects of operations, including key tools and technology that assist in applying policy.
• Assisting Program Policy Analyst in conducting Program training for CalWORKs, General assistance, Medi-Cal, CalFresh, and other public assistance programs.

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, and 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 applying 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 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/workload with the ability to multitask and meet conflicting deadlines in a fast-paced environment.
• Perform related duties as assigned.

Qualifications

Department Status : Applicant must be a current Human Services Agency employee with at least six months (1040 hours) of continuous service in a classified regular, probationary, or extra-help/limited term position prior to the recruitment closing date.

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 solutions.
• 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.

Application/Examination
Departmental Promotional Only. Only current employees of the Human Services Agency with at least six months (1040 hours) of continuous service in a classified regular, probationary, or extra-help/limited term position prior to the final filing date may apply. A supplemental application form must be submitted in addition to our regular employment application form.

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 " button. If you are not on the County's website, please go to https://jobs.smcgov.org/ to apply. Responses to the Supplemental Questionnaire must be submitted in addition to the standard County employment application form. A resume will not be accepted as a substitute for the required application materials. Online applications must be received by the Human Resources Department before midnight on the final filing date.

TENTATIVE RECRUITMENT SCHEDULE
Final Filing Date: Tuesday, May 26, 2026, at 11:59 p.m. PST
Screening: Wednesday, May 27, 2026
Civil Service Panel Interviews: Thursday, June 3, 2026

San Mateo County
San Mateo County is centrally located between San Francisco, San Jose, and the East Bay. With over 750,000 residents, San Mateo is one of the largest and most diverse counties in California and serves a multitude of culturally, ethnically, and linguistically diverse communities.

As an employer, the County of San Mateo is committed to advancing equity to ensure that all employees are welcomed in a safe and inclusive environment. The County seeks to hire, support, and retain employees who reflect our diverse community. We encourage applicants with diverse backgrounds and lived experiences to apply. Eighty percent of employees surveyed stated that they would recommend the County as a great place to work.


The County of San Mateo is an equal opportunity employer. We seek to hire, support, and retain employees who reflect our diverse community.

Analyst: Arlene Cahill (Benefit Analyst III - G069)

Salary:

$85,508.80 - $106,932.80 Annually