Description
Serve as the primary contact for clients seeking government program services, answering questions, guiding applications and documentation, resolving issues, and coordinating with internal and partner teams to deliver timely, compliant support.
- • Respond to client inquiries about programs, benefits, and procedures via phone, email, or chat.
- • Explain eligibility criteria, application steps, payment options, and clients' rights and responsibilities.
- • Conduct intake interviews and periodic check-ins to confirm information and service needs.
- • Collect, verify, and update client personal and financial data and required documents.
- • Assist clients in completing applications, forms, and online submissions.
- • Create, update, and maintain case files and CRM records; prepare required reports.
- • Initiate service requests to start, modify, or end benefits within policy guidelines.
- • Route complex cases and appeals to adjudication or specialized teams as needed.
- • Coordinate appointments, callbacks, and referrals to internal staff or partner agencies.
- • Contact employers, providers, or third parties to confirm information with proper consent.
- • Monitor claim and payment status; provide updates and follow through to resolution.
- • Process routine adjustments and authorizations within delegated authority; escalate exceptions.
- • Educate clients on timelines, documentation standards, and next steps to prevent delays.
- • Identify potential fraud, abuse, or safety concerns and escalate per procedures.
- • Adhere to confidentiality, privacy, and compliance requirements in all interactions.
- • Gather and relay pertinent case information to case managers, social workers, or investigators.
- • Support outreach efforts and client reminders for renewals, reviews, or required actions.
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Public Service & Safety
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Tasks & skills:
O*NET occupational data (work activities, skills, knowledge).
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Last reviewed: Jan 2026