Description
Connect community members to public benefits and social support programs through outreach, eligibility screening, and hands-on application assistance. Serve as a trusted liaison and advocate between clients, government agencies, healthcare providers, and community partners to remove access barriers and resolve issues. Educate individuals on available programs, rights, and responsibilities; support enrollments, renewals, and appeals; and track outcomes to inform service improvements.
- • Provide feedback to agencies and partners to improve accessibility, forms, and processes.
- • Assist families with Medicaid, marketplace coverage, or WIC enrollment for children and pregnant people.
- • Help clients read and understand benefit notices, explanations of benefits, and renewal letters.
- • Support appeals, grievances, or plan changes when benefits are denied or limited.
- • Arrange transportation or accompany clients to agency appointments when needed.
- • Maintain up-to-date knowledge of eligibility rules, documentation standards, and policy changes.
- • Use CRM or case management systems to manage caseloads, tasks, and deadlines.
- • Request and coordinate language or disability accommodations to ensure equitable access.
- • Protect client privacy and comply with consent and data-sharing requirements.
- • Conduct outreach to educate community members about available public benefits and financial assistance programs.
- • Screen individuals and families for eligibility for Medicaid/CHIP, SNAP, WIC, TANF, SSI/SSDI, housing, and utility assistance.
- • Assist clients in completing applications, renewals, and recertifications for benefits.
- • Gather, copy, scan, and securely upload required verification documents.
- • Explain program requirements, rights, responsibilities, and reporting rules in clear, culturally appropriate language.
- • Help clients create online accounts and use enrollment portals or marketplaces.
- • Schedule and prepare clients for eligibility interviews, verifications, or fair hearings.
- • Advocate with agencies, providers, and managed care plans to resolve enrollment or service access issues.
- • Follow up with clients to track application status and respond to notices or requests for information.
- • Interpret, translate, or provide cultural mediation related to benefits information and processes.
- • Maintain accurate case records, case notes, and required forms.
- • Conduct home visits or meet clients in community settings to reduce access barriers.
- • Attend community meetings, health fairs, and partner events to build referral networks.
- • Distribute outreach materials and targeted communications about benefits and deadlines.
- • Identify and proactively engage high-need or hard-to-reach populations, including uninsured individuals, immigrants, seniors, and people with disabilities.
- • Provide group presentations or workshops on navigating benefits and community resources.
- • Refer clients to complementary services such as legal aid, workforce programs, mental health care, transportation, or food resources.
- • Coordinate with clinics and hospitals to complete presumptive eligibility or charity care applications.
- • Educate clients on using benefits appropriately and preventing gaps in coverage.
- • Collect and report outreach metrics, enrollment outcomes, and client feedback.
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Tasks & skills:
O*NET occupational data (work activities, skills, knowledge).
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This site includes information from O*NET by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license. Career Clutch has modified some of this information for student readability. USDOL/ETA has not approved, endorsed, or tested these modifications. O*NET® is a trademark of USDOL/ETA.
Last reviewed: Jan 2026
