Under general supervision, an incumbent is responsible for performing a variety of routine clerical and/or client related tasks and providing support to staff or client in order to ensure clients receive expedient and efficient service.
Nature and Scope
An incumbent works under the general supervision of a technical supervisor. Work involves performing assignments which require a substantial use of standard forms and interaction with the automated processing system. Assignments are varied, require attention to detail and are conducted in accordance with established laws, rules, regulations, policies and procedures. A class incumbent may have extensive public contact including difficult and possible crisis situations.
Essential functions are fundamental, core functions common to all positions in the class series and are not intended to be an exhaustive list of all job duties for any one position in the class. Since class specifications are descriptive and not restrictive, incumbents can complete job duties of similar kind not specifically listed here.
Distributes program benefits/resources to eligible clients.
Distributes forms, brochures, fact sheets and other related information.
Completes or assist clients in completing preliminary information and reviews forms for completeness.
Provides routine information regarding programs.
Writes and mails letters. Keeps records, submits required reports, completes or types routine forms or letters, addresses.
Gathers routine information according to a standard format for use in determining eligibility of benefits.
Conducts follow up activities on clients as assigned.
Refers clients/cases to appropriate agency for additional resources.
May prepare and submit source documents on case/client activity for data entry in accordance with established policies and procedures and may input data into an automated client information system.
Receives and records applicant, recipient or vendor complaints concerning reception area problems, solves routine problems, or refers to appropriate worker.
Arranges or reminds clients of interviews or related appointments, follows up to determine client's reason if appointment is not kept, and reschedules if necessary and may visit clients and/or ensure clients receive adequate transportation.
Knowledge, Skills and Abilities
The intent of the listed knowledge, skills and abilities is to give a general indication of the core requirements for all positions in the class series; therefore, the KSA’s listed are not exhaustive or necessarily inclusive of the requirements of every position in the class.
Knowledge of general office practices and procedures, including use of standard forms.
Knowledge of recordkeeping and techniques of routine report preparation.
Knowledge of service agencies resources, functions and referral procedures.
Knowledge of state and federal laws, rules and regulations and departmental procedures for the specific program.
Skill in requesting/providing routine information clearly, tactfully, and effectively.
Skill in compiling, recording and maintaining simple facts accurately.
Skill in typing forms and items of a similar nature not requiring a proficiency.
Ability to learn to apply and explain agency laws, rules, policies, and procedures.
Ability to work as a team member, manage a heavy workload, and seek instructions as required.
Ability to communicate effectively in oral and written form.
Ability to establish and maintain effective working relationships with clients, associates, and the public.
Ability to work effectively in difficult and possible crisis public contact situations.
JOB REQUIREMENTS for Social Services Technician Applicants must have education, training and/or experience demonstrating competence in each of the following areas:
Six months experience in document processing which includes reviewing and evaluating records for completeness and conformity with laws, rules, regulations, standards, policies and procedures, resolve deficiencies, interpret information, and track and monitor activities.
Six months experience in record keeping.
Knowledge of health or human services support such as interviewing clients and assessing personal, health, social or financial needs in accordance with program requirements or coordinating with community resources to obtain client services.
Knowledge of using an automated information system to enter, update, modify, delete, retrieve/inquire and report on data.