Life & Health Insurance Exam (National Portion)Policy Provisions, Options, and RidersMedium

A health insurance policy includes a 'Change of Occupation' provision. If an insured changes to a more hazardous occupation, what action will the insurer likely take regarding the policy's benefits or premiums?

  1. ACancel the policy immediately due to increased risk.
  2. BIncrease the benefits for the same premium.
  3. CContinue the policy with no changes, as occupation is not a factor.
  4. DReduce the benefits to match the original premium.
Show answer & explanation

Correct answer: D. Reduce the benefits to match the original premium.

The Change of Occupation provision allows the insurer to adjust benefits or premiums if the insured changes to a more or less hazardous occupation. For a more hazardous occupation, the insurer will typically reduce the policy's benefits to what the original premium would have purchased at the higher risk classification.

Why the other options are wrong

  • A. Cancellation is usually not the first step unless the new occupation is uninsurable or falls outside policy terms. Adjustment is more common.
  • B. This would increase the insurer's exposure without additional premium, which is contrary to underwriting principles.
  • C. Occupation is a significant underwriting factor, especially for disability and health insurance, so changes are always a factor.

Change of Occupation Provision

A provision in health insurance policies that allows the insurer to adjust policy benefits or premiums if the insured changes to a different occupation, particularly one with a higher or lower degree of hazard.

  • Protects insurer from increased risk without adequate premium.
  • If more hazardous: benefits reduced for same premium.
  • If less hazardous: premiums reduced or benefits increased.
  • Insured has a duty to inform the insurer of changes.

Memory trick: OCCUPATION: Odds Change, Coverage Changes.

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