Intake Clerk Career

Job Description: Determine eligibility of persons applying to receive assistance from government programs and agency resources, such as welfare, unemployment benefits, social security, and public housing.

*A job as an Intake Clerk falls under the broader career category of Eligibility Interviewers, Government Programs. The information on this page will generally apply to all careers in this category. We are still seeking more specific information about this career from experts in this field. If you can provide us with more information, .

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Intake Clerk Career

What Intake Clerks do:

  • Interpret and explain information such as eligibility requirements, application details, payment methods, and applicants' legal rights.
  • Answer applicants' questions about benefits and claim procedures.
  • Initiate procedures to grant, modify, deny, or terminate assistance, or refer applicants to other agencies for assistance.
  • Compile, record, and evaluate personal and financial data in order to verify completeness and accuracy, and to determine eligibility status.
  • Interview benefits recipients at specified intervals to certify their eligibility for continuing benefits.
  • Keep records of assigned cases, and prepare required reports.
  • Check with employers or other references to verify answers and obtain further information.
  • Interview and investigate applicants for public assistance to gather information pertinent to their applications.
  • Prepare applications and forms for applicants for such purposes as school enrollment, employment, and medical services.
  • Provide social workers with pertinent information gathered during applicant interviews.
  • Refer applicants to job openings or to interviews with other staff, in accordance with administrative guidelines or office procedures.
  • Schedule benefits claimants for adjudication interviews to address questions of eligibility.
  • Provide applicants with assistance in completing application forms such as those for job referrals or unemployment compensation claims.
  • Monitor the payments of benefits throughout the duration of a claim.
  • Investigate claimants for the possibility of fraud or abuse.
  • Compute and authorize amounts of assistance for programs such as grants, monetary payments, and food stamps.
  • Conduct annual, interim, and special housing reviews and home visits to ensure conformance to regulations.

What work activities are most important?

Importance Activities

Performing for or Working Directly with the Public - Performing for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests.

Interacting With Computers - Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.

Organizing, Planning, and Prioritizing Work - Developing specific goals and plans to prioritize, organize, and accomplish your work.

Performing Administrative Activities - Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.

Documenting/Recording Information - Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.

Communicating with Persons Outside Organization - Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.

Getting Information - Observing, receiving, and otherwise obtaining information from all relevant sources.

Processing Information - Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.

Establishing and Maintaining Interpersonal Relationships - Developing constructive and cooperative working relationships with others, and maintaining them over time.

Evaluating Information to Determine Compliance with Standards - Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.

Scheduling Work and Activities - Scheduling events, programs, and activities, as well as the work of others.

Communicating with Supervisors, Peers, or Subordinates - Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.

Interpreting the Meaning of Information for Others - Translating or explaining what information means and how it can be used.

Making Decisions and Solving Problems - Analyzing information and evaluating results to choose the best solution and solve problems.

Updating and Using Relevant Knowledge - Keeping up-to-date technically and applying new knowledge to your job.

Identifying Objects, Actions, and Events - Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.

Assisting and Caring for Others - Providing personal assistance, medical attention, emotional support, or other personal care to others such as coworkers, customers, or patients.

Resolving Conflicts and Negotiating with Others - Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.

Analyzing Data or Information - Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.

Monitor Processes, Materials, or Surroundings - Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems.

Developing and Building Teams - Encouraging and building mutual trust, respect, and cooperation among team members.

Judging the Qualities of Things, Services, or People - Assessing the value, importance, or quality of things or people.

Estimating the Quantifiable Characteristics of Products, Events, or Information - Estimating sizes, distances, and quantities; or determining time, costs, resources, or materials needed to perform a work activity.

Coaching and Developing Others - Identifying the developmental needs of others and coaching, mentoring, or otherwise helping others to improve their knowledge or skills.

Coordinating the Work and Activities of Others - Getting members of a group to work together to accomplish tasks.

Holland Code Chart for an Intake Clerk

 

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