Benefits Counseling Specialist

2022-2025 Community Needs Assessment, Texoma Region
July 1, 2021
Employment Opportunities
Regional Services Specialist
July 12, 2021

Benefits Counseling Specialist

Employment Opportunities

Employment Opportunities

Texoma Council of Governments is accepting applications for Benefits Counseling Specialist in our Aging Services Department.


The Benefits Counseling program provides information, counseling, assistance and advocacy to people who are 60 and older and others who are Medicare-eligible regarding their benefits, entitlements, and legal rights.


The Benefits Counseling Specialist provides comprehensive assessment to determine eligibility of public benefits and coordination of services to eligible individuals. Exercises discretion and independent judgment in the performance of duties with respect to matters of significance.

SALARY:  Starting at $33,000


  1. Reports to: Department Director
  2. Directs: May direct interns and/or volunteers
  3. Other: Collaborate with COG staff; federal, state, and local agencies and officials; COG Governing Body; Executive Director; and the general public.


The essential duties of this position include but are not limited to the following performance measures:

  1. Must be able to build rapport and interface with clients on a consistent basis.
  2. Interpret federal, state and local regulations and implement management policies and operating practices as they relate to specific program assignments;
  3. Interview applicants to gather information and determine eligibility or appropriateness of available services;
  4. Assessing each client for eligible benefits making application as appropriate;
  5. Establish and maintain a working relationship with service providers;
  6. Provide program awareness through community outreach;
  7. Maintain records and data essential to the operation of the program in accordance with acceptable standards;
  8. Handle complaints, arbitrate disputes and resolve grievances with clients and service providers;
  9. Attend initial and ongoing trainings, meetings and conferences related to program goals;
  10. Develop and maintain knowledge in the areas of Medicare, Medicaid, Social Security and Supplemental Security Income (SSI) disability;
  11. Provide assistance to persons 60 and older and/or Medicare-eligible in the direct application for obtaining and maintaining benefits;
  12. May assist and/or advocate during appeals processes for Medicare, Medicaid and SSI; food stamps and debtor’s rights;
  13. Develop and maintain knowledge about sources of assistance in other agencies and organizations;
  14. Coordinate with other agencies and organizations (local, state and federal);
  15. Provide information and counseling regarding the above issues to people who are older or who have disabilities;
  16. Provide assistance to people who are older in applying for and maintaining insurance and entitlement benefits;
  17. Participate in the implementation of outreach methods relating to benefits counseling;
  18. Refer cases requiring administrative appeal or legal intervention to appropriate sources;
  19. Refer persons needing other community services to the appropriate sources;
  20. Maintain accurate and confidential case reports in Wellsky database;
  21. Perform other duties as required or assigned.


Texas local government structure and intergovernmental relations.  Must be able to maintain complete and accurate records; must demonstrate organizational and time management skills; must demonstrate effective client interview techniques; must be able to understand, apply and communicate rules, regulations and guidelines by state and federal agencies relating to program; establish and maintain effective working relationships with representatives of local, state and federal agencies, local businesses, service providers, and the general public; demonstrate proficiency in both written and oral communication; exhibit excellent computer skills including Word and Excel in a Microsoft Windows environment; analyze and interpret data.


Bachelor’s degree in business, public administration, social sciences, psychology, sociology, social work or a related field to the applicable program, plus at least one year of case management or social services experience is preferred. Equivalent combination of experience and training which provides the required knowledge, skills and abilities for the position may be considered in lieu of degree.


Appropriate driver’s license or available alternate means of transportation.                                           Certification as Benefits Counselor I or pursuit of within first year.