Eligibility Specialist

Job Description

Job Description

We are looking for an Eligibility Specialist to join an organization in Cleveland, Ohio as part of a long-term contract assignment. This on-site opportunity is well suited for someone who can guide applicants through intake and eligibility review while delivering responsive, thoughtful support in a fast-paced service environment. The role focuses on processing client information accurately, maintaining organized records, and helping ensure timely access to community assistance programs. Candidates with experience in eligibility determination, case management, intake coordination, or customer-facing support will be especially well positioned for success.

Responsibilities:
• Conduct intake interviews with applicants, gather required documentation, and explain program guidelines in a clear and supportive manner.
• Review applications for completeness and evaluate submitted information to determine eligibility in accordance with established policies and timelines.
• Enter, update, and maintain client records across Microsoft Office tools, Salesforce, Excel, and related content management systems with a high degree of accuracy.
• Manage a steady volume of cases in a production-driven setting while maintaining quality standards and strong attention to detail.
• Organize and retrieve client files, including work involving document imaging, microfilm, or other recordkeeping systems as needed.
• Communicate with clients, colleagues, and internal teams to resolve missing information, clarify case details, and move applications toward completion.
• Support office-based operations during the initial training period and contribute to consistent, dependable service delivery in an on-site environment.
• Assist with additional program duties tied to ongoing funding needs and operational continuity as assigned.• Previous experience in eligibility review, case management, intake coordination, customer service, or a closely related field.
• Ability to work on site in Cleveland, Ohio, and perform effectively in a structured office setting.
• Proficiency with Microsoft Office applications, including Excel, along with experience using Salesforce or similar database platforms.
• Strong data entry and documentation skills with the ability to handle confidential client information responsibly.
• Comfortable working in a high-volume environment that requires multitasking, accuracy, and timely follow-through.
• Effective verbal and written communication skills, with the ability to interact professionally with diverse client populations.
• Experience handling client applications, maintaining organized records, and using CMS or comparable systems is preferred.